Zhang 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 | $1.32M | Sell |
6,019
-551
| -8% | -$120K | 0.06% | 147 |
|
|
2025
Q1 | $919K | Buy |
6,570
+45
| +0.7% | +$6.29K | 0.05% | 167 |
|
|
2024
Q4 | $1.09M | Buy |
6,525
+215
| +3% | +$35.8K | 0.06% | 145 |
|
|
2024
Q3 | $1.08M | Sell |
6,310
-71
| -1% | -$12.1K | 0.07% | 140 |
|
|
2024
Q2 | $901K | Sell |
6,381
-541
| -8% | -$76.4K | 0.06% | 145 |
|
|
2024
Q1 | $869K | Sell |
6,922
-2,970
| -30% | -$373K | 0.06% | 154 |
|
|
2023
Q4 | $1.04M | Buy |
9,892
+1,672
| +20% | +$176K | 0.09% | 127 |
|
|
2023
Q3 | $880K | Buy |
8,220
+801
| +11% | +$85.8K | 0.09% | 122 |
|
|
2023
Q2 | $874K | Sell |
7,419
-119
| -2% | -$14K | 0.09% | 124 |
|
|
2023
Q1 | $700K | Sell |
7,538
-119
| -2% | -$11.1K | 0.08% | 135 |
|
|
2022
Q4 | $626K | Buy |
+7,657
| New | +$626K | 0.08% | 131 |
|
|
2022
Q3 | – | Sell |
-3,231
| Closed | -$226K | – | 224 |
|
|
2022
Q2 | $226K | Buy |
+3,231
| New | +$226K | 0.04% | 195 |
|