Safeguard Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $306K | Sell |
2,187
-313
| -13% | -$43.8K | 0.07% | 84 |
|
|
2024
Q4 | $417K | Buy |
2,500
+207
| +9% | +$34.5K | 0.09% | 77 |
|
|
2024
Q3 | $391K | Sell |
2,293
-7
| -0.3% | -$1.19K | 0.09% | 81 |
|
|
2024
Q2 | $325K | Buy |
+2,300
| New | +$325K | 0.09% | 78 |
|
|
2023
Q3 | – | Sell |
-340
| Closed | -$40K | – | 403 |
|
|
2023
Q2 | $40K | Buy |
+340
| New | +$40K | 0.02% | 176 |
|