Steward Financial Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $43K | Buy |
406
+21
| +5% | +$2.22K | 0.01% | 164 |
|
2023
Q2 | $45K | Sell |
385
-35
| -8% | -$4.09K | 0.01% | 154 |
|
2023
Q1 | $39K | Buy |
420
+84
| +25% | +$7.8K | 0.01% | 101 |
|
2022
Q4 | $27K | Buy |
+336
| New | +$27K | 0.01% | 103 |
|
2022
Q3 | – | Sell |
-336
| Closed | -$23K | – | 944 |
|
2022
Q2 | $23K | Sell |
336
-70
| -17% | -$4.79K | 0.02% | 159 |
|
2022
Q1 | $33K | Buy |
+406
| New | +$33K | 0.03% | 116 |
|