SHFA
SS&H Financial Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.13M | Sell |
41,740
-667
| -2% | -$146K | 3.05% | 7 |
|
|
2025
Q1 | $5.93M | Sell |
42,407
-467
| -1% | -$65.3K | 2.21% | 10 |
|
|
2024
Q4 | $7.15M | Sell |
42,874
-50
| -0.1% | -$8.33K | 2.6% | 8 |
|
|
2024
Q3 | $7.31M | Hold |
42,924
| – | – | 2.66% | 8 |
|
|
2024
Q2 | $6.06M | Hold |
42,924
| – | – | 2.37% | 8 |
|
|
2024
Q1 | $5.39M | Buy |
42,924
+1,000
| +2% | +$126K | 2.25% | 8 |
|
|
2023
Q4 | $4.42M | Buy |
41,924
+1,615
| +4% | +$170K | 1.87% | 13 |
|
|
2023
Q3 | $4.27M | Buy |
+40,309
| New | +$4.27M | 2% | 13 |
|
|
2023
Q1 | $3.97M | Buy |
42,734
+2,666
| +7% | +$248K | 1.82% | 13 |
|
|
2022
Q4 | $3.28M | Sell |
40,068
-7,000
| -15% | -$572K | 1.56% | 18 |
|
|
2022
Q3 | $2.87M | Sell |
47,068
-1,000
| -2% | -$61.1K | 1.49% | 20 |
|
|
2022
Q2 | $3.36M | Sell |
48,068
-2,050
| -4% | -$143K | 1.55% | 18 |
|
|
2022
Q1 | $4.15M | Buy |
+50,118
| New | +$4.15M | 1.62% | 17 |
|