PFA
Plotkin Financial Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
9,007
+249
| +3% | +$54.4K | 1.09% | 21 |
|
|
2025
Q1 | $1.22M | Buy |
8,758
+123
| +1% | +$17.2K | 0.75% | 29 |
|
|
2024
Q4 | $1.44M | Buy |
8,635
+162
| +2% | +$27K | 0.85% | 30 |
|
|
2024
Q3 | $1.44M | Buy |
8,473
+1,268
| +18% | +$216K | 0.86% | 30 |
|
|
2024
Q2 | $1.02M | Buy |
7,205
+308
| +4% | +$43.5K | 0.65% | 34 |
|
|
2024
Q1 | $866K | Sell |
6,897
-164
| -2% | -$20.6K | 0.57% | 36 |
|
|
2023
Q4 | $744K | Buy |
7,061
+786
| +13% | +$82.9K | 0.57% | 30 |
|
|
2023
Q3 | $665K | Hold |
6,275
| – | – | 0.59% | 29 |
|
|
2023
Q2 | $747K | Sell |
6,275
-200
| -3% | -$23.8K | 0.62% | 29 |
|
|
2023
Q1 | $602K | Buy |
6,475
+100
| +2% | +$9.29K | 0.56% | 33 |
|
|
2022
Q4 | $521K | Buy |
6,375
+517
| +9% | +$42.3K | 0.53% | 34 |
|
|
2022
Q3 | $358K | Buy |
5,858
+500
| +9% | +$30.5K | 0.36% | 47 |
|
|
2022
Q2 | $374K | Hold |
5,358
| – | – | 0.36% | 44 |
|
|
2022
Q1 | $443K | Hold |
5,358
| – | – | 0.31% | 48 |
|
|
2021
Q4 | $467K | Buy |
5,358
+287
| +6% | +$25K | 0.3% | 53 |
|
|
2021
Q3 | $442K | Sell |
5,071
-175
| -3% | -$15.2K | 0.26% | 61 |
|
|
2021
Q2 | $408K | Buy |
5,246
+490
| +10% | +$38.1K | 0.23% | 65 |
|
|
2021
Q1 | $334K | Hold |
4,756
| – | – | 0.2% | 54 |
|
|
2020
Q4 | $308K | Hold |
4,756
| – | – | 0.2% | 48 |
|
|
2020
Q3 | $284K | Sell |
4,756
-492
| -9% | -$29.4K | 0.31% | 51 |
|
|
2020
Q2 | $290K | Sell |
5,248
-150
| -3% | -$8.29K | 0.25% | 48 |
|
|
2020
Q1 | $261K | Hold |
5,398
| – | – | 0.32% | 45 |
|
|
2019
Q4 | $286K | Buy |
+5,398
| New | +$286K | 0.27% | 52 |
|