Keystone Financial Services (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 | $1.6M | Sell |
7,339
-4,266
| -37% | -$933K | 0.55% | 28 |
|
|
2025
Q1 | $1.62M | Sell |
11,605
-317
| -3% | -$44.3K | 0.62% | 23 |
|
|
2024
Q4 | $1.99M | Buy |
11,922
+155
| +1% | +$25.8K | 0.76% | 20 |
|
|
2024
Q3 | $2.01M | Buy |
11,767
+790
| +7% | +$135K | 0.78% | 18 |
|
|
2024
Q2 | $1.55M | Buy |
10,977
+943
| +9% | +$133K | 0.64% | 21 |
|
|
2024
Q1 | $1.26M | Sell |
10,034
-10
| -0.1% | -$1.26K | 0.55% | 25 |
|
|
2023
Q4 | $1.06M | Buy |
10,044
+133
| +1% | +$14K | 0.5% | 26 |
|
|
2023
Q3 | $1.05M | Sell |
9,911
-2,023
| -17% | -$214K | 0.56% | 24 |
|
|
2023
Q2 | $1.42M | Sell |
11,934
-208
| -2% | -$24.8K | 0.73% | 16 |
|
|
2023
Q1 | $1.13M | Buy |
12,142
+70
| +0.6% | +$6.51K | 0.6% | 17 |
|
|
2022
Q4 | $1.07M | Buy |
12,072
+271
| +2% | +$24K | 0.57% | 20 |
|
|
2022
Q3 | $888K | Buy |
11,801
+1,457
| +14% | +$110K | 0.52% | 22 |
|
|
2022
Q2 | $789K | Buy |
10,344
+536
| +5% | +$40.9K | 0.43% | 25 |
|
|
2022
Q1 | $702K | Buy |
9,808
+996
| +11% | +$71.3K | 0.4% | 31 |
|
|
2021
Q4 | $768K | Buy |
+8,812
| New | +$768K | 0.39% | 33 |
|