Zynergy Retirement Planning’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-225
Closed -$37.5K 74
2025
Q1
$37.5K Hold
225
0.03% 51
2024
Q4
$38.3K Hold
225
0.03% 46
2024
Q3
$38.3K Hold
225
0.03% 46
2024
Q2
$31.8K Buy
+225
New +$31.8K 0.02% 51