Leeward Financial Partners’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Sell
1,233
-336
-21% -$73.5K 0.09% 87
2025
Q1
$219K Sell
1,569
-19,439
-93% -$2.72M 0.08% 82
2024
Q4
$3.5M Buy
+21,008
New +$3.5M 1.25% 27
2023
Q4
Sell
-12,913
Closed -$1.37M 92
2023
Q3
$1.37M Buy
+12,913
New +$1.37M 0.76% 42