Mattson Financial Services’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25M Buy
5,729
+2
+0% +$437 0.34% 91
2025
Q1
$801K Sell
5,727
-478
-8% -$66.8K 0.24% 119
2024
Q4
$1.06M Sell
6,205
-3,664
-37% -$624K 0.34% 90
2024
Q3
$1.39M Sell
9,869
-68
-0.7% -$9.6K 0.5% 71
2024
Q2
$1.4M Buy
+9,937
New +$1.4M 0.5% 71