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