Kowal Investment Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $844K | Buy |
4,954
+587
| +13% | +$100K | 0.16% | 87 |
|
|
2024
Q2 | $617K | Buy |
4,367
+100
| +2% | +$14.1K | 0.12% | 89 |
|
|
2024
Q1 | $536K | Buy |
4,267
+895
| +27% | +$112K | 0.12% | 97 |
|
|
2023
Q4 | $356K | Buy |
3,372
+1,017
| +43% | +$107K | 0.08% | 112 |
|
|
2023
Q3 | $249K | Sell |
2,355
-393
| -14% | -$41.6K | 0.07% | 128 |
|
|
2023
Q2 | $327K | Buy |
2,748
+191
| +7% | +$22.7K | 0.09% | 114 |
|
|
2023
Q1 | $238K | Sell |
2,557
-128
| -5% | -$11.9K | 0.07% | 140 |
|
|
2022
Q4 | $219K | Buy |
+2,685
| New | +$219K | 0.07% | 145 |
|
|
2021
Q4 | – | Sell |
-863
| Closed | -$75K | – | 679 |
|
|
2021
Q3 | $75K | Buy |
+863
| New | +$75K | 0.02% | 190 |
|