Trek Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.92M | Buy |
27,073
+16,098
| +147% | +$3.52M | 0.4% | 77 |
|
|
2025
Q1 | $1.53M | Sell |
10,975
-1,886
| -15% | -$264K | 0.11% | 151 |
|
|
2024
Q4 | $2.14M | Buy |
12,861
+450
| +4% | +$75K | 0.16% | 137 |
|
|
2024
Q3 | $2.11M | Sell |
12,411
-38,122
| -75% | -$6.5M | 0.16% | 135 |
|
|
2024
Q2 | $7.14M | Sell |
50,533
-1,912
| -4% | -$270K | 0.57% | 46 |
|
|
2024
Q1 | $6.59M | Buy |
52,445
+38,426
| +274% | +$4.83M | 0.52% | 55 |
|
|
2023
Q4 | $1.48M | Sell |
14,019
-1,288
| -8% | -$136K | 0.13% | 106 |
|
|
2023
Q3 | $1.62M | Buy |
15,307
+13,558
| +775% | +$1.44M | 0.15% | 108 |
|
|
2023
Q2 | $208K | Sell |
1,749
-544
| -24% | -$64.8K | 0.02% | 256 |
|
|
2023
Q1 | $213K | Buy |
+2,293
| New | +$213K | 0.02% | 233 |
|