Tobias Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
1,760
+101
| +6% | +$22.1K | 0.07% | 90 |
|
|
2025
Q1 | $232K | Buy |
1,659
+11
| +0.7% | +$1.54K | 0.05% | 103 |
|
|
2024
Q4 | $275K | Buy |
1,648
+173
| +12% | +$28.8K | 0.06% | 91 |
|
|
2024
Q3 | $251K | Sell |
1,475
-139
| -9% | -$23.7K | 0.05% | 92 |
|
|
2024
Q2 | $228K | Buy |
+1,614
| New | +$228K | 0.05% | 93 |
|