GoalVest Advisory’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
6,720
+534
| +9% | +$117K | 0.36% | 50 |
|
|
2025
Q1 | $865K | Buy |
6,186
+5,786
| +1,447% | +$809K | 0.24% | 73 |
|
|
2024
Q4 | $66.7K | Hold |
400
| – | – | 0.02% | 170 |
|
|
2024
Q3 | $68.2K | Sell |
400
-100
| -20% | -$17K | 0.02% | 163 |
|
|
2024
Q2 | $70.6K | Sell |
500
-200
| -29% | -$28.2K | 0.02% | 156 |
|
|
2024
Q1 | $87.9K | Buy |
+700
| New | +$87.9K | 0.03% | 152 |
|
|
2023
Q4 | – | Sell |
-8
| Closed | -$847 | – | 462 |
|
|
2023
Q3 | $847 | Buy |
+8
| New | +$847 | ﹤0.01% | 446 |
|
|
2023
Q1 | – | Sell |
-48
| Closed | -$3.92K | – | 292 |
|
|
2022
Q4 | $3.92K | Hold |
48
| – | – | ﹤0.01% | 206 |
|
|
2022
Q3 | $3K | Hold |
48
| – | – | ﹤0.01% | 220 |
|
|
2022
Q2 | $3K | Sell |
48
-18
| -27% | -$1.13K | ﹤0.01% | 275 |
|
|
2022
Q1 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 273 |
|
|
2021
Q2 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 222 |
|
|
2021
Q1 | – | Sell |
-632
| Closed | -$41K | – | 218 |
|
|
2020
Q4 | $41K | Buy |
+632
| New | +$41K | 0.03% | 127 |
|