Oxford Wealth Group’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.75M Sell
10,492
-536
-5% -$89.3K 1.13% 17
2024
Q3
$1.88M Sell
11,028
-5,939
-35% -$1.01M 1.53% 17
2024
Q2
$2.4M Buy
16,967
+5,038
+42% +$711K 1.65% 16
2024
Q1
$1.5M Buy
+11,929
New +$1.5M 1.36% 20