McElhenny Sheffield Capital Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$338K Buy
2025
Q3
$479K Buy
2025
Q2
$296K Buy
2025
Q1
Sell
2024
Q4
$240K Buy
2024
Q3
$240K Buy
2023
Q1
Sell
2022
Q4
$130K Buy
2021
Q4
Sell
2021
Q3
$224K Buy