Heritage Financial Services’s Oracle ORCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,233	Closed	-$205K	–	126
2024 Q4	$205K	Sell	1,233 -75	-6%	-$12.5K	0.03%	113
2024 Q3	$223K	Buy	+1,308	New	+$223K	0.03%	101
2022 Q3	–	Sell	-971	Closed	-$67K	–	343
2022 Q2	$67K	Buy	+971	New	+$67K	0.04%	140