Petix & Botte Financial’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$480K Hold
2,194
0.12% 85
2025
Q1
$307K Hold
2,194
0.08% 101
2024
Q4
$366K Hold
2,194
0.1% 99
2024
Q3
$374K Hold
2,194
0.1% 88
2024
Q2
$310K Buy
+2,194
New +$310K 0.09% 94
2024
Q1
Sell
-2,194
Closed -$231K 155
2023
Q4
$231K Hold
2,194
0.07% 114
2023
Q3
$232K Sell
2,194
-32
-1% -$3.39K 0.07% 108
2023
Q2
$265K Buy
+2,226
New +$265K 0.08% 104