TFA
Teamwork Financial Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.22M | Sell |
28,460
-2,374
| -8% | -$519K | 0.72% | 28 |
|
|
2025
Q1 | $4.31M | Sell |
30,834
-60,365
| -66% | -$8.44M | 0.57% | 32 |
|
|
2024
Q4 | $15.2M | Sell |
91,199
-12,044
| -12% | -$2.01M | 1.97% | 20 |
|
|
2024
Q3 | $17.6M | Sell |
103,243
-8,203
| -7% | -$1.4M | 2.44% | 12 |
|
|
2024
Q2 | $15.7M | Buy |
111,446
+30,818
| +38% | +$4.35M | 2.33% | 12 |
|
|
2024
Q1 | $10.1M | Buy |
80,628
+35,813
| +80% | +$4.5M | 1.56% | 24 |
|
|
2023
Q4 | $4.72M | Buy |
+44,815
| New | +$4.72M | 0.81% | 31 |
|
|
2022
Q1 | – | Sell |
-4,422
| Closed | -$386K | – | 311 |
|
|
2021
Q4 | $386K | Buy |
+4,422
| New | +$386K | 0.07% | 212 |
|