Alan B. Lancz & Associates’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
4,619
+100
| +2% | +$21.9K | 1.01% | 22 |
|
|
2025
Q1 | $632K | Buy |
4,519
+525
| +13% | +$73.4K | 0.67% | 35 |
|
|
2024
Q4 | $666K | Sell |
3,994
-600
| -13% | -$100K | 0.68% | 34 |
|
|
2024
Q3 | $783K | Hold |
4,594
| – | – | 0.72% | 34 |
|
|
2024
Q2 | $649K | Buy |
+4,594
| New | +$649K | 0.64% | 35 |
|
|
2023
Q4 | $484K | Hold |
4,594
| – | – | 0.51% | 49 |
|
|
2023
Q3 | $487K | Hold |
4,594
| – | – | 0.55% | 46 |
|
|
2023
Q2 | $547K | Hold |
4,594
| – | – | 0.59% | 44 |
|
|
2023
Q1 | $427K | Hold |
4,594
| – | – | 0.44% | 66 |
|
|
2022
Q4 | $410K | Hold |
4,594
| – | – | 0.41% | 75 |
|
|
2022
Q3 | $281K | Hold |
4,594
| – | – | 0.33% | 91 |
|
|
2022
Q2 | $358K | Sell |
4,594
-559
| -11% | -$43.6K | 0.35% | 85 |
|
|
2022
Q1 | $426K | Hold |
5,153
| – | – | 0.38% | 79 |
|
|
2021
Q4 | $449K | Buy |
+5,153
| New | +$449K | 0.39% | 72 |
|