Resurgent 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 | $649K | Buy |
2,968
+1,137
| +62% | +$249K | 0.36% | 74 |
|
2025
Q1 | $256K | Sell |
1,831
-3,487
| -66% | -$488K | 0.15% | 152 |
|
2024
Q4 | $886K | Buy |
5,318
+2,877
| +118% | +$479K | 0.52% | 54 |
|
2024
Q3 | $416K | Sell |
2,441
-234
| -9% | -$39.9K | 0.24% | 121 |
|
2024
Q2 | $378K | Buy |
2,675
+10
| +0.4% | +$1.41K | 0.23% | 123 |
|
2024
Q1 | $335K | Buy |
2,665
+20
| +0.8% | +$2.51K | 0.18% | 144 |
|
2023
Q4 | $279K | Buy |
2,645
+90
| +4% | +$9.49K | 0.17% | 137 |
|
2023
Q3 | $271K | Sell |
2,555
-429
| -14% | -$45.4K | 0.18% | 120 |
|
2023
Q2 | $355K | Sell |
2,984
-184
| -6% | -$21.9K | 0.23% | 97 |
|
2023
Q1 | $294K | Sell |
3,168
-541
| -15% | -$50.3K | 0.2% | 108 |
|
2022
Q4 | $303K | Sell |
3,709
-60
| -2% | -$4.9K | 0.16% | 139 |
|
2022
Q3 | $230K | Buy |
3,769
+391
| +12% | +$23.9K | 0.15% | 165 |
|
2022
Q2 | $236K | Buy |
3,378
+148
| +5% | +$10.3K | 0.15% | 154 |
|
2022
Q1 | $267K | Buy |
3,230
+510
| +19% | +$42.2K | 0.17% | 138 |
|
2021
Q4 | $237K | Buy |
+2,720
| New | +$237K | 0.19% | 104 |
|