Tradition Wealth 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
$1.15M Sell
5,244
-65
-1% -$14.2K 0.09% 166
2025
Q1
$742K Sell
5,309
-117
-2% -$16.4K 0.07% 201
2024
Q4
$904K Buy
5,426
+327
+6% +$54.5K 0.08% 181
2024
Q3
$869K Buy
5,099
+97
+2% +$16.5K 0.08% 177
2024
Q2
$706K Buy
5,002
+265
+6% +$37.4K 0.07% 184
2024
Q1
$595K Sell
4,737
-20
-0.4% -$2.51K 0.06% 195
2023
Q4
$502K Sell
4,757
-244
-5% -$25.7K 0.05% 190
2023
Q3
$530K Sell
5,001
-170
-3% -$18K 0.06% 168
2023
Q2
$616K Buy
5,171
+290
+6% +$34.5K 0.07% 155
2023
Q1
$454K Buy
4,881
+747
+18% +$69.5K 0.06% 184
2022
Q4
$338K Buy
4,134
+16
+0.4% +$1.31K 0.05% 206
2022
Q3
$252K Buy
4,118
+16
+0.4% +$979 0.04% 231
2022
Q2
$287K Buy
4,102
+5
+0.1% +$350 0.04% 224
2022
Q1
$339K Buy
4,097
+1,606
+64% +$133K 0.04% 235
2021
Q4
$217K Buy
2,491
+504
+25% +$43.9K 0.03% 291
2021
Q3
$173K Buy
1,987
+5
+0.3% +$435 0.02% 293
2021
Q2
$154K Buy
1,982
+6
+0.3% +$466 0.02% 324
2021
Q1
$139K Buy
1,976
+113
+6% +$7.95K 0.02% 284
2020
Q4
$121K Buy
+1,863
New +$121K 0.02% 281