DLA
Douglas Lane & Associates’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117M | Sell |
533,849
-19,430
| -4% | -$4.25M | 1.69% | 12 |
|
|
2025
Q1 | $77.4M | Sell |
553,279
-13,109
| -2% | -$1.83M | 1.14% | 26 |
|
|
2024
Q4 | $94.4M | Sell |
566,388
-16,900
| -3% | -$2.82M | 1.33% | 19 |
|
|
2024
Q3 | $99.4M | Sell |
583,288
-20,317
| -3% | -$3.46M | 1.37% | 17 |
|
|
2024
Q2 | $85.2M | Sell |
603,605
-5,765
| -0.9% | -$814K | 1.21% | 23 |
|
|
2024
Q1 | $76.5M | Sell |
609,370
-11,575
| -2% | -$1.45M | 1.08% | 33 |
|
|
2023
Q4 | $65.5M | Sell |
620,945
-44,780
| -7% | -$4.72M | 1.01% | 40 |
|
|
2023
Q3 | $70.5M | Sell |
665,725
-38,311
| -5% | -$4.06M | 1.18% | 33 |
|
|
2023
Q2 | $83.8M | Sell |
704,036
-144,819
| -17% | -$17.2M | 1.35% | 22 |
|
|
2023
Q1 | $78.9M | Sell |
848,855
-43,604
| -5% | -$4.05M | 1.31% | 27 |
|
|
2022
Q4 | $72.9M | Sell |
892,459
-78,435
| -8% | -$6.41M | 1.22% | 32 |
|
|
2022
Q3 | $59.3M | Sell |
970,894
-33,960
| -3% | -$2.07M | 1.1% | 36 |
|
|
2022
Q2 | $70.2M | Sell |
1,004,854
-11,390
| -1% | -$796K | 1.19% | 29 |
|
|
2022
Q1 | $84.1M | Sell |
1,016,244
-55,631
| -5% | -$4.6M | 1.19% | 26 |
|
|
2021
Q4 | $93.5M | Sell |
1,071,875
-116,829
| -10% | -$10.2M | 1.24% | 26 |
|
|
2021
Q3 | $104M | Sell |
1,188,704
-86,013
| -7% | -$7.49M | 1.48% | 20 |
|
|
2021
Q2 | $99.2M | Sell |
1,274,717
-18,704
| -1% | -$1.46M | 1.39% | 23 |
|
|
2021
Q1 | $90.8M | Buy |
1,293,421
+34,262
| +3% | +$2.4M | 1.41% | 25 |
|
|
2020
Q4 | $81.5M | Sell |
1,259,159
-42,651
| -3% | -$2.76M | 1.36% | 23 |
|
|
2020
Q3 | $77.7M | Sell |
1,301,810
-15,999
| -1% | -$955K | 1.54% | 18 |
|
|
2020
Q2 | $72.8M | Sell |
1,317,809
-44,984
| -3% | -$2.49M | 1.56% | 18 |
|
|
2020
Q1 | $65.9M | Sell |
1,362,793
-105,029
| -7% | -$5.08M | 1.73% | 16 |
|
|
2019
Q4 | $77.8M | Buy |
1,467,822
+2,010
| +0.1% | +$106K | 1.45% | 25 |
|
|
2019
Q3 | $80.7M | Sell |
1,465,812
-6,065
| -0.4% | -$334K | 1.61% | 16 |
|
|
2019
Q2 | $83.9M | Sell |
1,471,877
-12,353
| -0.8% | -$704K | 1.63% | 14 |
|
|
2019
Q1 | $79.7M | Sell |
1,484,230
-10,908
| -0.7% | -$586K | 1.65% | 13 |
|
|
2018
Q4 | $67.5M | Buy |
1,495,138
+635
| +0% | +$28.7K | 1.59% | 16 |
|
|
2018
Q3 | $77.1M | Buy |
1,494,503
+73,206
| +5% | +$3.77M | 1.51% | 17 |
|
|
2018
Q2 | $62.6M | Buy |
1,421,297
+116,048
| +9% | +$5.11M | 1.33% | 29 |
|
|
2018
Q1 | $59.7M | Buy |
1,305,249
+110,930
| +9% | +$5.08M | 1.3% | 29 |
|
|
2017
Q4 | $56.5M | Buy |
1,194,319
+460,458
| +63% | +$21.8M | 1.19% | 33 |
|
|
2017
Q3 | $35.5M | Buy |
733,861
+724,066
| +7,392% | +$35M | 0.81% | 58 |
|
|
2017
Q2 | $491K | Sell |
9,795
-841
| -8% | -$42.2K | 0.01% | 171 |
|
|
2017
Q1 | $474K | Sell |
10,636
-700
| -6% | -$31.2K | 0.01% | 174 |
|
|
2016
Q4 | $436K | Sell |
11,336
-421
| -4% | -$16.2K | 0.01% | 176 |
|
|
2016
Q3 | $462K | Sell |
11,757
-1,436
| -11% | -$56.4K | 0.01% | 173 |
|
|
2016
Q2 | $540K | Buy |
13,193
+220
| +2% | +$9.01K | 0.02% | 170 |
|
|
2016
Q1 | $531K | Buy |
+12,973
| New | +$531K | 0.01% | 171 |
|