Klein Pavlis & Peasley Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
1,129
-679
| -38% | -$148K | 0.16% | 67 |
|
|
2025
Q1 | $257K | Buy |
1,808
+77
| +4% | +$10.9K | 0.18% | 74 |
|
|
2024
Q4 | $288K | Sell |
1,731
-301
| -15% | -$50.2K | 0.23% | 68 |
|
|
2024
Q3 | $346K | Sell |
2,032
-70
| -3% | -$11.9K | 0.28% | 68 |
|
|
2024
Q2 | $297K | Sell |
2,102
-87
| -4% | -$12.3K | 0.26% | 66 |
|
|
2024
Q1 | $275K | Sell |
2,189
-148
| -6% | -$18.6K | 0.25% | 67 |
|
|
2023
Q4 | $246K | Buy |
+2,337
| New | +$246K | 0.23% | 69 |
|