Kingswood Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Sell |
17,043
-1,975
| -10% | -$432K | 0.29% | 73 |
|
|
2025
Q1 | $2.66M | Buy |
19,018
+99
| +0.5% | +$13.9K | 0.24% | 97 |
|
|
2024
Q4 | $3.15M | Sell |
18,919
-587
| -3% | -$97.8K | 0.24% | 93 |
|
|
2024
Q3 | $3.32M | Buy |
19,506
+3,335
| +21% | +$568K | 0.24% | 100 |
|
|
2024
Q2 | $2.28M | Buy |
16,171
+3,985
| +33% | +$563K | 0.21% | 107 |
|
|
2024
Q1 | $1.53M | Sell |
12,186
-370
| -3% | -$46.5K | 0.18% | 142 |
|
|
2023
Q4 | $1.32M | Buy |
12,556
+7,841
| +166% | +$827K | 0.15% | 154 |
|
|
2023
Q3 | $971K | Sell |
4,715
-4,107
| -47% | -$845K | 0.17% | 146 |
|
|
2023
Q2 | $1.05M | Buy |
+8,822
| New | +$1.05M | 0.33% | 77 |
|