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SFG Wealth Management’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$225K Buy
+1,029
New +$225K 0.14% 77
2025
Q1
Sell
-1,562
Closed -$260K 127
2024
Q4
$260K Sell
1,562
-1
-0.1% -$167 0.14% 82
2024
Q3
$266K Buy
+1,563
New +$266K 0.14% 78