SFG
Sovereign Financial Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Sell |
3,511
-62
| -2% | -$13.6K | 0.16% | 121 |
|
|
2025
Q1 | $500K | Sell |
3,573
-58
| -2% | -$8.11K | 0.12% | 159 |
|
|
2024
Q4 | $605K | Sell |
3,631
-22
| -0.6% | -$3.67K | 0.14% | 135 |
|
|
2024
Q3 | $622K | Sell |
3,653
-14
| -0.4% | -$2.39K | 0.15% | 131 |
|
|
2024
Q2 | $518K | Buy |
3,667
+10
| +0.3% | +$1.41K | 0.13% | 144 |
|
|
2024
Q1 | $459K | Buy |
3,657
+413
| +13% | +$51.9K | 0.12% | 163 |
|
|
2023
Q4 | $342K | Buy |
3,244
+90
| +3% | +$9.49K | 0.1% | 175 |
|
|
2023
Q3 | $334K | Sell |
3,154
-2,144
| -40% | -$227K | 0.12% | 164 |
|
|
2023
Q2 | $631K | Buy |
5,298
+2,208
| +71% | +$263K | 0.21% | 117 |
|
|
2023
Q1 | $287K | Buy |
3,090
+12
| +0.4% | +$1.12K | 0.11% | 180 |
|
|
2022
Q4 | $252K | Buy |
+3,078
| New | +$252K | 0.1% | 186 |
|