QFA
Quantum Financial Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $889K | Buy |
4,066
+100
| +3% | +$21.9K | 0.12% | 71 |
|
|
2025
Q1 | $554K | Hold |
3,966
| – | – | 0.08% | 89 |
|
|
2024
Q4 | $661K | Hold |
3,966
| – | – | 0.1% | 76 |
|
|
2024
Q3 | $676K | Sell |
3,966
-191
| -5% | -$32.5K | 0.11% | 78 |
|
|
2024
Q2 | $587K | Hold |
4,157
| – | – | 0.1% | 81 |
|
|
2024
Q1 | $522K | Sell |
4,157
-2
| -0% | -$251 | 0.1% | 83 |
|
|
2023
Q4 | $438K | Sell |
4,159
-753
| -15% | -$79.4K | 0.11% | 57 |
|
|
2023
Q3 | $520K | Buy |
4,912
+1,060
| +28% | +$112K | 0.15% | 51 |
|
|
2023
Q2 | $459K | Hold |
3,852
| – | – | 0.13% | 49 |
|
|
2023
Q1 | $358K | Hold |
3,852
| – | – | 0.11% | 54 |
|
|
2022
Q4 | $315K | Buy |
3,852
+37
| +1% | +$3.02K | 0.14% | 51 |
|
|
2022
Q3 | $233K | Hold |
3,815
| – | – | 0.1% | 65 |
|
|
2022
Q2 | $296K | Buy |
+3,815
| New | +$296K | 0.11% | 59 |
|