KFG Wealth Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,819
Closed -$455K 132
2023
Q2
$455K Buy
3,819
+1,380
+57% +$164K 0.27% 63
2023
Q1
$233K Buy
+2,439
New +$233K 0.16% 81