TFO Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$377 | – | 556 |
|
|
2024
Q1 | $377 | Sell |
3
-3
| -50% | -$377 | ﹤0.01% | 334 |
|
|
2023
Q4 | $632 | Buy |
6
+2
| +50% | +$211 | ﹤0.01% | 276 |
|
|
2023
Q3 | $476 | Buy |
4
+1
| +33% | +$119 | ﹤0.01% | 468 |
|
|
2023
Q2 | $357 | Hold |
3
| – | – | ﹤0.01% | 361 |
|
|
2023
Q1 | $279 | Buy |
3
+2
| +200% | +$186 | ﹤0.01% | 396 |
|
|
2022
Q4 | $33 | Buy |
+1
| New | +$33 | ﹤0.01% | 883 |
|
|
2022
Q3 | – | Sell |
-28
| Closed | -$2K | – | 384 |
|
|
2022
Q2 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 333 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | – | – | 180 |
|
|
2021
Q3 | $0 | Sell |
1
-49
| -98% | – | ﹤0.01% | 173 |
|
|
2021
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 95 |
|
|
2021
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 152 |
|
|
2020
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 75 |
|
|
2020
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 125 |
|
|
2020
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 120 |
|
|
2020
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 116 |
|
|
2019
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 134 |
|