Kelleher Financial Advisors’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Buy
+1,278
New +$279K 0.1% 115
2025
Q1
Sell
-1,354
Closed -$226K 134
2024
Q4
$226K Buy
1,354
+76
+6% +$12.7K 0.09% 106
2024
Q3
$218K Buy
+1,278
New +$218K 0.08% 107