SSWG
Seven Springs Wealth Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Sell |
2,235
-100
| -4% | -$21.9K | 0.12% | 52 |
|
|
2025
Q1 | $326K | Buy |
2,335
+100
| +4% | +$14K | 0.12% | 62 |
|
|
2024
Q4 | $372K | Hold |
2,235
| – | – | 0.14% | 54 |
|
|
2024
Q3 | $381K | Hold |
2,235
| – | – | 0.14% | 54 |
|
|
2024
Q2 | $316K | Hold |
2,235
| – | – | 0.12% | 54 |
|
|
2024
Q1 | $281K | Hold |
2,235
| – | – | 0.11% | 57 |
|
|
2023
Q4 | $236K | Buy |
+2,235
| New | +$236K | 0.11% | 55 |
|
|
2023
Q3 | – | Sell |
-1,800
| Closed | -$214K | – | 61 |
|
|
2023
Q2 | $214K | Buy |
+1,800
| New | +$214K | 0.1% | 59 |
|
|
2021
Q2 | – | Sell |
-1,800
| Closed | -$126K | – | 122 |
|
|
2021
Q1 | $126K | Hold |
1,800
| – | – | 0.06% | 65 |
|
|
2020
Q4 | $116K | Hold |
1,800
| – | – | 0.06% | 64 |
|
|
2020
Q3 | $107K | Hold |
1,800
| – | – | 0.07% | 64 |
|
|
2020
Q2 | $99K | Sell |
1,800
-6,938
| -79% | -$382K | 0.06% | 63 |
|
|
2020
Q1 | $422K | Buy |
8,738
+6,670
| +323% | +$322K | 0.3% | 28 |
|
|
2019
Q4 | $110K | Buy |
+2,068
| New | +$110K | 0.07% | 69 |
|