Householder Group Estate & Retirement Specialist’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $109K | Sell |
655
-1,279
| -66% | -$213K | 0.08% | 145 |
|
|
2024
Q3 | $329K | Hold |
1,934
| – | – | 0.1% | 180 |
|
|
2024
Q2 | $273K | Buy |
1,934
+161
| +9% | +$22.7K | 0.08% | 201 |
|
|
2024
Q1 | $223K | Sell |
1,773
-479
| -21% | -$60.2K | 0.07% | 229 |
|
|
2023
Q4 | $237K | Sell |
2,252
-24
| -1% | -$2.53K | 0.08% | 219 |
|
|
2023
Q3 | $241K | Buy |
+2,276
| New | +$241K | 0.09% | 195 |
|
|
2023
Q1 | $201K | Sell |
2,167
-583
| -21% | -$54.1K | 0.08% | 198 |
|
|
2022
Q4 | $224K | Buy |
2,750
+584
| +27% | +$47.6K | 0.33% | 44 |
|
|
2022
Q3 | $132K | Buy |
+2,166
| New | +$132K | 0.05% | 223 |
|