Golden State Equity Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.56M | Sell |
7,115
-606
| -8% | -$132K | 0.29% | 78 |
|
2025
Q1 | $1.08M | Sell |
7,721
-1,004
| -12% | -$140K | 0.21% | 129 |
|
2024
Q4 | $1.45M | Buy |
8,725
+5,461
| +167% | +$910K | 0.28% | 83 |
|
2024
Q3 | $556K | Sell |
3,264
-8,515
| -72% | -$1.45M | 0.29% | 72 |
|
2024
Q2 | $1.66M | Buy |
+11,779
| New | +$1.66M | 0.35% | 66 |
|
2023
Q4 | $1.53M | Buy |
14,544
+3,048
| +27% | +$321K | 0.37% | 68 |
|
2023
Q3 | $1.22M | Buy |
11,496
+3,953
| +52% | +$419K | 0.34% | 76 |
|
2023
Q2 | $898K | Buy |
7,543
+1,208
| +19% | +$144K | 0.25% | 98 |
|
2023
Q1 | $589K | Buy |
+6,335
| New | +$589K | 0.32% | 84 |
|
2022
Q1 | $412K | Sell |
4,985
-4,098
| -45% | -$339K | 0.21% | 122 |
|
2021
Q4 | $792K | Sell |
9,083
-4,031
| -31% | -$351K | 0.4% | 61 |
|
2021
Q3 | $1.14M | Sell |
13,114
-3,585
| -21% | -$312K | 0.47% | 50 |
|
2021
Q2 | $1.3M | Buy |
16,699
+5,110
| +44% | +$398K | 0.5% | 47 |
|
2021
Q1 | $813K | Buy |
11,589
+6,633
| +134% | +$465K | 0.46% | 61 |
|
2020
Q4 | $320K | Buy |
+4,956
| New | +$320K | 0.22% | 118 |
|