LMG Wealth 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
$277K Buy
+1,267
New +$277K 0.06% 121
2025
Q1
Sell
-1,263
Closed -$211K 138
2024
Q4
$211K Buy
1,263
+1
+0.1% +$167 0.05% 124
2024
Q3
$215K Buy
+1,262
New +$215K 0.05% 118