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