Root Financial Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
7,614
+1,121
| +17% | +$245K | 0.16% | 47 |
|
|
2025
Q1 | $908K | Buy |
6,493
+914
| +16% | +$128K | 0.1% | 73 |
|
|
2024
Q4 | $930K | Buy |
5,579
+2,468
| +79% | +$411K | 0.12% | 63 |
|
|
2024
Q3 | $530K | Buy |
3,111
+256
| +9% | +$43.6K | 0.08% | 84 |
|
|
2024
Q2 | $403K | Buy |
2,855
+236
| +9% | +$33.3K | 0.09% | 79 |
|
|
2024
Q1 | $329K | Buy |
+2,619
| New | +$329K | 0.1% | 71 |
|