SSA
Sierra Summit Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Sell |
3,539
-1,641
| -32% | -$359K | 0.14% | 105 |
|
|
2025
Q1 | $724K | Sell |
5,180
-424
| -8% | -$59.3K | 0.16% | 98 |
|
|
2024
Q4 | $934K | Sell |
5,604
-167
| -3% | -$27.8K | 0.19% | 70 |
|
|
2024
Q3 | $983K | Buy |
5,771
+2,485
| +76% | +$423K | 0.23% | 60 |
|
|
2024
Q2 | $464K | Buy |
3,286
+1,161
| +55% | +$164K | 0.12% | 98 |
|
|
2024
Q1 | $267K | Sell |
2,125
-58,482
| -96% | -$7.35M | 0.07% | 138 |
|
|
2023
Q4 | $6.39M | Buy |
+60,607
| New | +$6.39M | 1.86% | 24 |
|