RDFA
Ritter Daniher Financial Advisory’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Buy |
676
+450
| +199% | +$98.4K | 0.04% | 106 |
|
|
2025
Q1 | $31.6K | Sell |
226
-8
| -3% | -$1.12K | 0.01% | 190 |
|
|
2024
Q4 | $39K | Sell |
234
-1
| -0.4% | -$167 | 0.01% | 180 |
|
|
2024
Q3 | $40K | Hold |
235
| – | – | 0.01% | 175 |
|
|
2024
Q2 | $33.2K | Sell |
235
-3
| -1% | -$424 | 0.01% | 181 |
|
|
2024
Q1 | $29.9K | Hold |
238
| – | – | 0.01% | 180 |
|
|
2023
Q4 | $25.1K | Sell |
238
-5
| -2% | -$527 | 0.01% | 188 |
|
|
2023
Q3 | $25.7K | Buy |
243
+182
| +298% | +$19.3K | 0.01% | 174 |
|
|
2023
Q2 | $7.27K | Sell |
61
-366
| -86% | -$43.6K | ﹤0.01% | 234 |
|
|
2023
Q1 | $39.7K | Buy |
427
+400
| +1,481% | +$37.2K | 0.02% | 152 |
|
|
2022
Q4 | $2.21K | Buy |
+27
| New | +$2.21K | ﹤0.01% | 238 |
|
|
2022
Q2 | – | Sell |
-89
| Closed | -$7K | – | 258 |
|
|
2022
Q1 | $7K | Hold |
89
| – | – | ﹤0.01% | 185 |
|
|
2021
Q4 | $8K | Hold |
89
| – | – | 0.01% | 171 |
|
|
2021
Q3 | $8K | Hold |
89
| – | – | 0.01% | 170 |
|
|
2021
Q2 | $7K | Hold |
89
| – | – | 0.01% | 166 |
|
|
2021
Q1 | $6K | Hold |
89
| – | – | ﹤0.01% | 161 |
|
|
2020
Q4 | $6K | Buy |
+89
| New | +$6K | 0.01% | 156 |
|