Klein Pavlis & Peasley Financial’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$278K Sell
2025
Q2
$247K Sell
2025
Q1
$257K Buy
2024
Q4
$288K Sell
2024
Q3
$346K Sell
2024
Q2
$297K Sell
2024
Q1
$275K Sell
2023
Q4
$246K Buy