Brown, Lisle/Cummings’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Hold |
2,715
| – | – | 0.16% | 131 |
|
|
2025
Q1 | $380K | Buy |
2,715
+55
| +2% | +$7.69K | 0.11% | 171 |
|
|
2024
Q4 | $443K | Buy |
2,660
+250
| +10% | +$41.7K | 0.13% | 153 |
|
|
2024
Q3 | $411K | Hold |
2,410
| – | – | 0.12% | 153 |
|
|
2024
Q2 | $340K | Buy |
2,410
+375
| +18% | +$53K | 0.11% | 163 |
|
|
2024
Q1 | $256K | Hold |
2,035
| – | – | 0.09% | 179 |
|
|
2023
Q4 | $215K | Buy |
2,035
+235
| +13% | +$24.8K | 0.08% | 189 |
|
|
2023
Q3 | $191K | Hold |
1,800
| – | – | 0.09% | 187 |
|
|
2023
Q2 | $214K | Sell |
1,800
-250
| -12% | -$29.8K | 0.1% | 170 |
|
|
2023
Q1 | $190K | Hold |
2,050
| – | – | 0.1% | 171 |
|
|
2022
Q4 | $168K | Hold |
2,050
| – | – | 0.09% | 170 |
|
|
2022
Q3 | $125K | Hold |
2,050
| – | – | 0.07% | 191 |
|
|
2022
Q2 | $143K | Sell |
2,050
-380
| -16% | -$26.6K | 0.08% | 186 |
|
|
2022
Q1 | $201K | Hold |
2,430
| – | – | 0.1% | 165 |
|
|
2021
Q4 | $212K | Buy |
+2,430
| New | +$212K | 0.11% | 160 |
|