Johnson Financial Group LLC (Colorado)’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$417K Sell
1,908
-819
-30% -$179K 0.04% 50
2025
Q1
$381K Buy
+2,727
New +$381K 0.04% 55
2017
Q4
Sell
-4,534
Closed -$219K 90
2017
Q3
$219K Sell
4,534
-107
-2% -$5.17K 0.18% 63
2017
Q2
$232K Sell
4,641
-67
-1% -$3.35K 0.2% 54
2017
Q1
$210K Sell
4,708
-1,529
-25% -$68.2K 0.24% 56
2016
Q4
$240K Buy
+6,237
New +$240K 0.19% 79