Safeguard Investment Advisory Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
1,969
+252
| +15% | +$55.1K | 0.11% | 83 |
|
|
2025
Q1 | $240K | Sell |
1,717
-44
| -2% | -$6.15K | 0.07% | 117 |
|
|
2024
Q4 | $293K | Sell |
1,761
-201
| -10% | -$33.5K | 0.08% | 88 |
|
|
2024
Q3 | $334K | Buy |
1,962
+239
| +14% | +$40.7K | 0.1% | 76 |
|
|
2024
Q2 | $243K | Sell |
1,723
-37
| -2% | -$5.22K | 0.08% | 90 |
|
|
2024
Q1 | $221K | Buy |
+1,760
| New | +$221K | 0.08% | 94 |
|
|
2023
Q3 | – | Sell |
-1,719
| Closed | -$205K | – | 101 |
|
|
2023
Q2 | $205K | Buy |
+1,719
| New | +$205K | 0.09% | 93 |
|
|
2021
Q1 | – | Sell |
-2,507
| Closed | -$162K | – | 501 |
|
|
2020
Q4 | $162K | Buy |
+2,507
| New | +$162K | 0.14% | 85 |
|