Values Added 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 | $626K | Buy |
2,861
+143
| +5% | +$31.3K | 0.3% | 62 |
|
|
2025
Q1 | $380K | Buy |
2,718
+213
| +9% | +$29.8K | 0.21% | 82 |
|
|
2024
Q4 | $417K | Buy |
2,505
+322
| +15% | +$53.7K | 0.24% | 74 |
|
|
2024
Q3 | $372K | Buy |
2,183
+320
| +17% | +$54.5K | 0.23% | 66 |
|
|
2024
Q2 | $263K | Buy |
1,863
+19
| +1% | +$2.68K | 0.19% | 78 |
|
|
2024
Q1 | $232K | Buy |
+1,844
| New | +$232K | 0.18% | 78 |
|
|
2023
Q3 | – | Sell |
-1,814
| Closed | -$216K | – | 84 |
|
|
2023
Q2 | $216K | Buy |
+1,814
| New | +$216K | 0.2% | 75 |
|