Peak 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	–	Sell	-19,071	Closed	-$2.67M	–	104
2025 Q1	$2.67M	Buy	+19,071	New	+$2.67M	1.36%	32
2024 Q1	–	Sell	-21,089	Closed	-$2.22M	–	79
2023 Q4	$2.22M	Buy	+21,089	New	+$2.22M	1.49%	35