RIS

Retirement Income Solutions’s Oracle ORCL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$959K	Hold	4,386	–	–	0.18%	50
2025 Q1	$613K	Hold	4,386	–	–	0.13%	63
2024 Q4	$731K	Hold	4,386	–	–	0.15%	56
2024 Q3	$747K	Sell	4,386 -147	-3%	-$25K	0.17%	57
2024 Q2	$640K	Buy	4,533 +232	+5%	+$32.8K	0.15%	62
2024 Q1	$540K	Hold	4,301	–	–	0.12%	75
2023 Q4	$453K	Hold	4,301	–	–	0.11%	79
2023 Q3	$456K	Hold	4,301	–	–	0.13%	76
2023 Q2	$512K	Buy	4,301 +70	+2%	+$8.34K	0.14%	75
2023 Q1	$393K	Hold	4,231	–	–	0.11%	85
2022 Q4	$346K	Hold	4,231	–	–	0.11%	89
2022 Q3	$260K	Hold	4,231	–	–	0.09%	93
2022 Q2	$296K	Sell	4,231 -17	-0.4%	-$1.19K	0.11%	86
2022 Q1	$351K	Buy	4,248 +17	+0.4%	+$1.41K	0.1%	80
2021 Q4	$369K	Hold	4,231	–	–	0.1%	81
2021 Q3	$369K	Hold	4,231	–	–	0.12%	70
2021 Q2	$329K	Hold	4,231	–	–	0.11%	80
2021 Q1	$297K	Sell	4,231 -155	-4%	-$10.9K	0.1%	79
2020 Q4	$284K	Hold	4,386	–	–	0.1%	77
2020 Q3	$262K	Hold	4,386	–	–	0.12%	70
2020 Q2	$242K	Hold	4,386	–	–	0.1%	70
2020 Q1	$212K	Sell	4,386 -600	-12%	-$29K	0.12%	66
2019 Q4	$264K	Hold	4,986	–	–	0.11%	64
2019 Q3	$274K	Buy	4,986 +80	+2%	+$4.4K	0.15%	59
2019 Q2	$279K	Hold	4,906	–	–	0.15%	56
2019 Q1	$264K	Hold	4,906	–	–	0.15%	58
2018 Q4	$222K	Sell	4,906 -148	-3%	-$6.7K	0.14%	56
2018 Q3	$261K	Sell	5,054 -190	-4%	-$9.81K	0.15%	57
2018 Q2	$231K	Buy	5,244 +228	+5%	+$10K	0.14%	59
2018 Q1	$229K	Sell	5,016 -138	-3%	-$6.3K	0.14%	55
2017 Q4	$244K	Buy	+5,154	New	+$244K	0.14%	64