Guardian 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
$9.49M Sell
40,241
-630
-2% -$149K 0.85% 35
2025
Q1
$5.37M Sell
40,871
-1,270
-3% -$167K 0.56% 55
2024
Q4
$6.87M Buy
+42,141
New +$6.87M 0.7% 51