Sovereign Financial Group’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$950K Sell
2025
Q2
$768K Sell
2025
Q1
$500K Sell
2024
Q4
$605K Sell
2024
Q3
$622K Sell
2024
Q2
$518K Buy
2024
Q1
$459K Buy
2023
Q4
$342K Buy
2023
Q3
$334K Sell
2023
Q2
$631K Buy
2023
Q1
$287K Buy
2022
Q4
$252K Buy