Summit Wealth & Retirement 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	$324K	Buy	+1,481	New	+$324K	0.09%	72
2025 Q1	–	Sell	-1,281	Closed	-$214K	–	81
2024 Q4	$214K	Hold	1,281	–	–	0.07%	72
2024 Q3	$218K	Buy	+1,281	New	+$218K	0.07%	67