SWMG LLC’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
+1,182
| New | +$293K | 0.1% | 99 |
|
|
2025
Q1 | – | Sell |
-1,590
| Closed | -$293K | – | 119 |
|
|
2024
Q4 | $293K | Hold |
1,590
| – | – | 0.12% | 95 |
|
|
2024
Q3 | $302K | Buy |
1,590
+8
| +0.5% | +$1.52K | 0.12% | 93 |
|
|
2024
Q2 | $223K | Buy |
+1,582
| New | +$223K | 0.1% | 92 |
|
|
2021
Q3 | – | Sell |
-2,660
| Closed | -$207K | – | 66 |
|
|
2021
Q2 | $207K | Sell |
2,660
-704
| -21% | -$54.8K | 0.12% | 60 |
|
|
2021
Q1 | $236K | Hold |
3,364
| – | – | 0.16% | 51 |
|
|
2020
Q4 | $207K | Buy |
+3,364
| New | +$207K | 0.15% | 57 |
|