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