Sweet Financial Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $838K | Sell |
4,919
-65
| -1% | -$11.1K | 0.18% | 90 |
|
|
2024
Q2 | $704K | Buy |
4,984
+15
| +0.3% | +$2.12K | 0.16% | 96 |
|
|
2024
Q1 | $624K | Sell |
4,969
-128
| -3% | -$16.1K | 0.14% | 108 |
|
|
2023
Q4 | $537K | Buy |
5,097
+4
| +0.1% | +$422 | 0.13% | 114 |
|
|
2023
Q3 | $539K | Sell |
5,093
-195
| -4% | -$20.7K | 0.14% | 98 |
|
|
2023
Q2 | $630K | Buy |
5,288
+4
| +0.1% | +$476 | 0.16% | 88 |
|
|
2023
Q1 | $491K | Sell |
5,284
-12
| -0.2% | -$1.12K | 0.14% | 107 |
|
|
2022
Q4 | $433K | Buy |
5,296
+4
| +0.1% | +$327 | 0.13% | 111 |
|
|
2022
Q3 | $323K | Buy |
5,292
+3
| +0.1% | +$183 | 0.1% | 123 |
|
|
2022
Q2 | $370K | Buy |
5,289
+883
| +20% | +$61.8K | 0.12% | 114 |
|
|
2022
Q1 | $365K | Buy |
4,406
+583
| +15% | +$48.3K | 0.1% | 119 |
|
|
2021
Q4 | $333K | Buy |
+3,823
| New | +$333K | 0.14% | 100 |
|