KFS
Kaizen Financial Strategies’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Sell |
2,017
-21
| -1% | -$4.59K | 0.22% | 84 |
|
|
2025
Q1 | $285K | Hold |
2,038
| – | – | 0.16% | 108 |
|
|
2024
Q4 | $340K | Sell |
2,038
-45
| -2% | -$7.5K | 0.19% | 90 |
|
|
2024
Q3 | $355K | Hold |
2,083
| – | – | 0.21% | 84 |
|
|
2024
Q2 | $283K | Buy |
2,083
+1
| +0% | +$136 | 0.18% | 95 |
|
|
2024
Q1 | $261K | Sell |
2,082
-12
| -0.6% | -$1.51K | 0.18% | 99 |
|
|
2023
Q4 | $221K | Sell |
2,094
-1,999
| -49% | -$211K | 0.17% | 103 |
|
|
2023
Q3 | $434K | Hold |
4,093
| – | – | 0.37% | 47 |
|
|
2023
Q2 | $475K | Buy |
+4,093
| New | +$475K | 0.41% | 44 |
|