Independent Family Office’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Hold
1,884
0.19% 56
2025
Q1
$263K Hold
1,884
0.14% 64
2024
Q4
$314K Hold
1,884
0.16% 57
2024
Q3
$321K Hold
1,884
0.16% 58
2024
Q2
$266K Hold
1,884
0.15% 58
2024
Q1
$237K Buy
+1,884
New +$237K 0.13% 69
2023
Q3
Sell
-1,884
Closed -$224K 72
2023
Q2
$224K Buy
+1,884
New +$224K 0.14% 62