TFC Financial Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.6K | Hold |
213
| – | – | 0.01% | 266 |
|
|
2025
Q1 | $29.8K | Hold |
213
| – | – | ﹤0.01% | 291 |
|
|
2024
Q4 | $35.5K | Buy |
213
+120
| +129% | +$20K | 0.01% | 274 |
|
|
2024
Q3 | $15.8K | Hold |
93
| – | – | ﹤0.01% | 341 |
|
|
2024
Q2 | $13.1K | Sell |
93
-1
| -1% | -$141 | ﹤0.01% | 326 |
|
|
2024
Q1 | $11.8K | Buy |
94
+8
| +9% | +$1.01K | ﹤0.01% | 324 |
|
|
2023
Q4 | $9.07K | Buy |
86
+3
| +4% | +$316 | ﹤0.01% | 337 |
|
|
2023
Q3 | $8.79K | Sell |
83
-3
| -3% | -$318 | ﹤0.01% | 355 |
|
|
2023
Q2 | $10.2K | Buy |
86
+11
| +15% | +$1.31K | ﹤0.01% | 334 |
|
|
2023
Q1 | $6.97K | Buy |
75
+18
| +32% | +$1.67K | ﹤0.01% | 386 |
|
|
2022
Q4 | $4.66K | Hold |
57
| – | – | ﹤0.01% | 341 |
|
|
2022
Q3 | $3K | Hold |
57
| – | – | ﹤0.01% | 378 |
|
|
2022
Q2 | $4K | Sell |
57
-200
| -78% | -$14K | ﹤0.01% | 352 |
|
|
2022
Q1 | $21K | Buy |
257
+200
| +351% | +$16.3K | 0.01% | 253 |
|
|
2021
Q4 | $5K | Hold |
57
| – | – | ﹤0.01% | 393 |
|
|
2021
Q3 | $5K | Hold |
57
| – | – | ﹤0.01% | 388 |
|
|
2021
Q2 | $4K | Hold |
57
| – | – | ﹤0.01% | 391 |
|
|
2021
Q1 | $4K | Sell |
57
-1,000
| -95% | -$70.2K | ﹤0.01% | 384 |
|
|
2020
Q4 | $68K | Hold |
1,057
| – | – | 0.03% | 171 |
|
|
2020
Q3 | $63K | Buy |
+1,057
| New | +$63K | 0.03% | 159 |
|