SWP Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Hold |
1,637
| – | – | 0.2% | 52 |
|
|
2025
Q1 | $229K | Hold |
1,637
| – | – | 0.14% | 60 |
|
|
2024
Q4 | $273K | Sell |
1,637
-427
| -21% | -$71.2K | 0.16% | 58 |
|
|
2024
Q3 | $352K | Hold |
2,064
| – | – | 0.21% | 36 |
|
|
2024
Q2 | $291K | Hold |
2,064
| – | – | 0.19% | 39 |
|
|
2024
Q1 | $259K | Sell |
2,064
-19
| -0.9% | -$2.39K | 0.18% | 40 |
|
|
2023
Q4 | $220K | Buy |
+2,083
| New | +$220K | 0.17% | 43 |
|