Holistic Financial 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 | $442K | Sell |
2,021
-141
| -7% | -$30.8K | 0.19% | 58 |
|
|
2025
Q1 | $302K | Sell |
2,162
-278
| -11% | -$38.9K | 0.15% | 80 |
|
|
2024
Q4 | $407K | Sell |
2,440
-405
| -14% | -$67.5K | 0.2% | 64 |
|
|
2024
Q3 | $485K | Sell |
2,845
-544
| -16% | -$92.7K | 0.23% | 53 |
|
|
2024
Q2 | $479K | Buy |
3,389
+332
| +11% | +$46.9K | 0.24% | 49 |
|
|
2024
Q1 | $384K | Buy |
3,057
+1,109
| +57% | +$139K | 0.2% | 69 |
|
|
2023
Q4 | $205K | Buy |
+1,948
| New | +$205K | 0.12% | 111 |
|
|
2018
Q2 | – | Sell |
-2,336
| Closed | -$107K | – | 268 |
|
|
2018
Q1 | $107K | Buy |
2,336
+59
| +3% | +$2.7K | 0.09% | 107 |
|
|
2017
Q4 | $108K | Buy |
+2,277
| New | +$108K | 0.09% | 110 |
|