Northern 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 | $2.73M | Buy |
12,485
+192
| +2% | +$42K | 2.05% | 12 |
|
2025
Q1 | $1.72M | Sell |
12,293
-74
| -0.6% | -$10.3K | 1.42% | 18 |
|
2024
Q4 | $2.06M | Sell |
12,367
-448
| -3% | -$74.7K | 1.65% | 16 |
|
2024
Q3 | $2.18M | Buy |
12,815
+99
| +0.8% | +$16.9K | 1.66% | 15 |
|
2024
Q2 | $1.8M | Buy |
12,716
+180
| +1% | +$25.4K | 1.44% | 17 |
|
2024
Q1 | $1.57M | Sell |
12,536
-327
| -3% | -$41.1K | 1.23% | 23 |
|
2023
Q4 | $1.36M | Sell |
12,863
-757
| -6% | -$79.8K | 1.14% | 24 |
|
2023
Q3 | $1.44M | Sell |
13,620
-371
| -3% | -$39.3K | 1.32% | 14 |
|
2023
Q2 | $1.63M | Buy |
13,991
+13
| +0.1% | +$1.52K | 1.44% | 11 |
|
2023
Q1 | $1.3M | Sell |
13,978
-782
| -5% | -$72.7K | 1.22% | 18 |
|
2022
Q4 | $1.16M | Buy |
+14,760
| New | +$1.16M | 1.32% | 20 |
|