New England Capital Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $288K | Buy |
1,315
+154
| +13% | +$33.7K | 0.13% | 46 |
|
2025
Q1 | $162K | Buy |
1,161
+100
| +9% | +$14K | 0.08% | 57 |
|
2024
Q4 | $177K | Buy |
1,061
+64
| +6% | +$10.7K | 0.09% | 57 |
|
2024
Q3 | $170K | Buy |
997
+1
| +0.1% | +$170 | 0.09% | 56 |
|
2024
Q2 | $141K | Buy |
996
+3
| +0.3% | +$423 | 0.08% | 59 |
|
2024
Q1 | $125K | Buy |
993
+2
| +0.2% | +$251 | 0.07% | 63 |
|
2023
Q4 | $104K | Buy |
991
+3
| +0.3% | +$316 | 0.06% | 75 |
|
2023
Q3 | $105K | Buy |
988
+2
| +0.2% | +$212 | 0.07% | 70 |
|
2023
Q2 | $117K | Buy |
986
+2
| +0.2% | +$238 | 0.08% | 66 |
|
2023
Q1 | $91.4K | Buy |
984
+3
| +0.3% | +$279 | 0.06% | 77 |
|
2022
Q4 | $85.6K | Buy |
+981
| New | +$85.6K | 0.06% | 81 |
|