LifeSteps 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	$345K	Hold	1,577	–	–	0.24%	65
2025 Q1	$221K	Sell	1,577 -50	-3%	-$6.99K	0.18%	78
2024 Q4	$271K	Buy	+1,627	New	+$271K	0.21%	71
2024 Q2	–	Sell	-658	Closed	-$82.7K	–	305
2024 Q1	$82.7K	Buy	+658	New	+$82.7K	0.06%	118