Keystone Wealth Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
2,004
+4
| +0.2% | +$875 | 0.11% | 187 |
|
|
2025
Q1 | $280K | Buy |
2,000
+112
| +6% | +$15.7K | 0.08% | 217 |
|
|
2024
Q4 | $315K | Sell |
1,888
-155
| -8% | -$25.8K | 0.08% | 204 |
|
|
2024
Q3 | $348K | Buy |
2,043
+160
| +8% | +$27.3K | 0.1% | 185 |
|
|
2024
Q2 | $266K | Buy |
1,883
+92
| +5% | +$13K | 0.08% | 191 |
|
|
2024
Q1 | $225K | Sell |
1,791
-1,365
| -43% | -$171K | 0.07% | 202 |
|
|
2023
Q4 | $333K | Sell |
3,156
-79
| -2% | -$8.33K | 0.11% | 159 |
|
|
2023
Q3 | $343K | Buy |
3,235
+201
| +7% | +$21.3K | 0.13% | 148 |
|
|
2023
Q2 | $361K | Buy |
3,034
+182
| +6% | +$21.7K | 0.14% | 142 |
|
|
2023
Q1 | $265K | Buy |
2,852
+30
| +1% | +$2.79K | 0.11% | 162 |
|
|
2022
Q4 | $231K | Buy |
+2,822
| New | +$231K | 0.1% | 165 |
|
|
2022
Q2 | – | Sell |
-2,515
| Closed | -$208K | – | 182 |
|
|
2022
Q1 | $208K | Buy |
2,515
+3
| +0.1% | +$248 | 0.08% | 168 |
|
|
2021
Q4 | $219K | Buy |
+2,512
| New | +$219K | 0.09% | 160 |
|