Summit Wealth Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Hold |
2,009
| – | – | 0.11% | 67 |
|
|
2025
Q1 | $281K | Sell |
2,009
-105
| -5% | -$14.7K | 0.08% | 83 |
|
|
2024
Q4 | $352K | Hold |
2,114
| – | – | 0.1% | 66 |
|
|
2024
Q3 | $360K | Hold |
2,114
| – | – | 0.1% | 65 |
|
|
2024
Q2 | $298K | Buy |
2,114
+20
| +1% | +$2.82K | 0.09% | 67 |
|
|
2024
Q1 | $263K | Hold |
2,094
| – | – | 0.18% | 36 |
|
|
2023
Q4 | $221K | Hold |
2,094
| – | – | 0.17% | 37 |
|
|
2023
Q3 | $222K | Hold |
2,094
| – | – | 0.2% | 37 |
|
|
2023
Q2 | $249K | Sell |
2,094
-194,803
| -99% | -$23.2M | 0.1% | 65 |
|
|
2023
Q1 | $2K | Buy |
+196,897
| New | +$2K | 0.05% | 98 |
|
|
2021
Q3 | – | Sell |
-1,728
| Closed | -$135K | – | 171 |
|
|
2021
Q2 | $135K | Hold |
1,728
| – | – | 0.2% | 33 |
|
|
2021
Q1 | $121K | Buy |
+1,728
| New | +$121K | 0.2% | 28 |
|