Pinion Investment 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
$561K Buy
+2,566
New +$561K 0.19% 89
2020
Q4
Sell
-4,124
Closed -$228K 140
2020
Q3
$228K Hold
4,124
0.34% 102
2020
Q2
$228K Buy
+4,124
New +$228K 0.34% 102