Taylor Financial 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
$4.78M Buy
21,847
+140
+0.6% +$30.6K 2.98% 4
2025
Q1
$3.03M Buy
21,707
+91
+0.4% +$12.7K 2.11% 8
2024
Q4
$3.6M Sell
21,616
-100
-0.5% -$16.7K 2.5% 6
2024
Q3
$3.7M Sell
21,716
-178
-0.8% -$30.3K 2.56% 6
2024
Q2
$3.09M Sell
21,894
-410
-2% -$57.9K 2.38% 7
2024
Q1
$2.8M Sell
22,304
-695
-3% -$87.3K 2.13% 8
2023
Q4
$2.42M Buy
+22,999
New +$2.42M 1.99% 9