Meridian 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 | $305K | Buy |
+1,395
| New | +$305K | 0.2% | 92 |
|
2025
Q1 | – | Sell |
-1,395
| Closed | -$232K | – | 125 |
|
2024
Q4 | $232K | Sell |
1,395
-500
| -26% | -$83.3K | 0.16% | 105 |
|
2024
Q3 | $323K | Hold |
1,895
| – | – | 0.22% | 93 |
|
2024
Q2 | $268K | Hold |
1,895
| – | – | 0.19% | 99 |
|
2024
Q1 | $238K | Buy |
+1,895
| New | +$238K | 0.18% | 106 |
|