KFS
Kelly Financial Services’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Buy |
2,716
+28
| +1% | +$6.12K | 0.17% | 58 |
|
|
2025
Q1 | $376K | Buy |
2,688
+114
| +4% | +$15.9K | 0.13% | 68 |
|
|
2024
Q4 | $429K | Sell |
2,574
-1
| -0% | -$167 | 0.15% | 68 |
|
|
2024
Q3 | $439K | Hold |
2,575
| – | – | 0.16% | 69 |
|
|
2024
Q2 | $364K | Buy |
2,575
+2
| +0.1% | +$282 | 0.13% | 74 |
|
|
2024
Q1 | $323K | Buy |
2,573
+13
| +0.5% | +$1.63K | 0.12% | 81 |
|
|
2023
Q4 | $270K | Buy |
2,560
+8
| +0.3% | +$843 | 0.11% | 84 |
|
|
2023
Q3 | $270K | Buy |
2,552
+41
| +2% | +$4.34K | 0.12% | 80 |
|
|
2023
Q2 | $299K | Sell |
2,511
-48
| -2% | -$5.72K | 0.14% | 77 |
|
|
2023
Q1 | $238K | Sell |
2,559
-42
| -2% | -$3.9K | 0.12% | 76 |
|
|
2022
Q4 | $213K | Sell |
2,601
-145
| -5% | -$11.9K | 0.11% | 84 |
|
|
2022
Q3 | $168K | Buy |
2,746
+150
| +6% | +$9.16K | 0.1% | 80 |
|
|
2022
Q2 | $181K | Sell |
2,596
-374
| -13% | -$26.1K | 0.1% | 79 |
|
|
2022
Q1 | $246K | Buy |
2,970
+2
| +0.1% | +$165 | 0.11% | 73 |
|
|
2021
Q4 | $259K | Buy |
2,968
+2
| +0.1% | +$174 | 0.12% | 67 |
|
|
2021
Q3 | $258K | Sell |
2,966
-256,679
| -99% | -$22.4M | 0.15% | 56 |
|
|
2021
Q2 | $3.34M | Buy |
259,645
+256,312
| +7,690% | +$3.29M | 0.13% | 51 |
|
|
2021
Q1 | $234K | Buy |
3,333
+2
| +0.1% | +$140 | 0.15% | 43 |
|
|
2020
Q4 | $215K | Buy |
3,331
+2
| +0.1% | +$129 | 0.15% | 38 |
|
|
2020
Q3 | $199K | Buy |
3,329
+3
| +0.1% | +$179 | 0.14% | 29 |
|
|
2020
Q2 | $184K | Buy |
3,326
+2
| +0.1% | +$111 | 0.14% | 32 |
|
|
2020
Q1 | $161K | Buy |
3,324
+3
| +0.1% | +$145 | 0.2% | 25 |
|
|
2019
Q4 | $176K | Sell |
3,321
-98
| -3% | -$5.19K | 0.13% | 30 |
|
|
2019
Q3 | $188K | Buy |
3,419
+265
| +8% | +$14.6K | 0.17% | 27 |
|
|
2019
Q2 | $180K | Sell |
3,154
-183
| -5% | -$10.4K | 0.16% | 28 |
|
|
2019
Q1 | $179K | Buy |
+3,337
| New | +$179K | 0.2% | 28 |
|