Meridian 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 | $1.72M | Sell |
7,851
-10
| -0.1% | -$2.19K | 0.81% | 26 |
|
|
2025
Q1 | $1.1M | Buy |
7,861
+6,508
| +481% | +$910K | 0.56% | 43 |
|
|
2024
Q4 | $226K | Hold |
1,353
| – | – | 0.12% | 92 |
|
|
2024
Q3 | $231K | Buy |
+1,353
| New | +$231K | 0.12% | 94 |
|
|
2020
Q4 | – | Sell |
-12,051
| Closed | -$693K | – | 67 |
|
|
2020
Q3 | $693K | Sell |
12,051
-36
| -0.3% | -$2.07K | 0.58% | 31 |
|
|
2020
Q2 | $691K | Buy |
12,087
+435
| +4% | +$24.9K | 0.63% | 31 |
|
|
2020
Q1 | $636K | Buy |
11,652
+881
| +8% | +$48.1K | 0.69% | 23 |
|
|
2019
Q4 | $583K | Buy |
10,771
+65
| +0.6% | +$3.52K | 0.58% | 32 |
|
|
2019
Q3 | $569K | Buy |
10,706
+448
| +4% | +$23.8K | 0.64% | 28 |
|
|
2019
Q2 | $608K | Buy |
10,258
+77
| +0.8% | +$4.56K | 0.68% | 24 |
|
|
2019
Q1 | $555K | Buy |
10,181
+224
| +2% | +$12.2K | 0.63% | 28 |
|
|
2018
Q4 | $450K | Buy |
+9,957
| New | +$450K | 0.61% | 29 |
|