OneAscent Family Office’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$654K Buy
2,990
+1,263
+73% +$276K 0.62% 42
2025
Q1
$242K Sell
1,727
-1,032
-37% -$145K 0.23% 104
2024
Q4
$460K Buy
+2,759
New +$460K 0.84% 26