Retirement Solution’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$253K Sell
1,155
-1,123
-49% -$246K 0.06% 30
2025
Q1
$318K Buy
2,278
+454
+25% +$63.5K 0.09% 26
2024
Q4
$304K Buy
+1,824
New +$304K 0.08% 32