Sterling Financial Planning’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
+1,387
| New | +$303K | 0.1% | 89 |
|
|
2025
Q1 | – | Sell |
-1,266
| Closed | -$211K | – | 111 |
|
|
2024
Q4 | $211K | Buy |
+1,266
| New | +$211K | 0.08% | 106 |
|
|
2021
Q4 | – | Sell |
-1,141
| Closed | -$99K | – | 295 |
|
|
2021
Q3 | $99K | Buy |
1,141
+400
| +54% | +$34.7K | 0.06% | 128 |
|
|
2021
Q2 | $58K | Hold |
741
| – | – | 0.04% | 159 |
|
|
2021
Q1 | $52K | Hold |
741
| – | – | 0.04% | 151 |
|
|
2020
Q4 | $48K | Buy |
+741
| New | +$48K | 0.04% | 148 |
|