Joseph P. Lucia & Associates’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$267K Buy
2025
Q2
$204K Buy
2022
Q3
Sell
2022
Q2
$70K Hold
2022
Q1
$82K Buy
2021
Q4
Sell
2021
Q3
$139K Hold
2021
Q2
$124K Hold
2021
Q1
$112K Hold
2020
Q4
$103K Buy
2020
Q3
Sell
2020
Q2
$121K Hold
2020
Q1
$106K Buy
2019
Q4
$95K Hold
2019
Q3
$99K Buy
2019
Q2
$68K Buy