Stamos Capital Partners’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-24,810
Closed -$2.31M 113
2023
Q1
$2.31M Hold
24,810
0.59% 54
2022
Q4
$2.03M Sell
24,810
-21,910
-47% -$1.79M 0.64% 51
2022
Q3
$2.85M Buy
+46,720
New +$2.85M 0.73% 41