KCFA
Key Client Fiduciary Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Sell |
10,818
-1,799
| -14% | -$393K | 0.96% | 22 |
|
|
2025
Q1 | $1.76M | Buy |
12,617
+86
| +0.7% | +$12K | 0.8% | 29 |
|
|
2024
Q4 | $2.09M | Sell |
12,531
-2,500
| -17% | -$417K | 0.92% | 24 |
|
|
2024
Q3 | $2.56M | Buy |
15,031
+281
| +2% | +$47.9K | 1.15% | 17 |
|
|
2024
Q2 | $2.08M | Buy |
+14,750
| New | +$2.08M | 1.04% | 18 |
|