Summit Financial Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,304
| Closed | -$220K | – | 156 |
|
|
2024
Q4 | $220K | Sell |
1,304
-12
| -0.9% | -$2.02K | 0.04% | 141 |
|
|
2024
Q3 | $224K | Buy |
+1,316
| New | +$224K | 0.04% | 137 |
|
|
2015
Q4 | – | Sell |
-1,200
| Closed | -$43K | – | 191 |
|
|
2015
Q3 | $43K | Hold |
1,200
| – | – | 0.03% | 129 |
|
|
2015
Q2 | $48K | Hold |
1,200
| – | – | 0.03% | 147 |
|
|
2015
Q1 | $53K | Hold |
1,200
| – | – | 0.04% | 117 |
|
|
2014
Q4 | $54K | Buy |
+1,200
| New | +$54K | 0.04% | 116 |
|