JPLA
Joseph P. Lucia & Associates’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+931
| New | +$204K | 0.08% | 148 |
|
|
2022
Q3 | – | Sell |
-995
| Closed | -$70K | – | 344 |
|
|
2022
Q2 | $70K | Hold |
995
| – | – | 0.05% | 160 |
|
|
2022
Q1 | $82K | Buy |
+995
| New | +$82K | 0.05% | 164 |
|
|
2021
Q4 | – | Sell |
-1,595
| Closed | -$139K | – | 422 |
|
|
2021
Q3 | $139K | Hold |
1,595
| – | – | 0.08% | 144 |
|
|
2021
Q2 | $124K | Hold |
1,595
| – | – | 0.07% | 153 |
|
|
2021
Q1 | $112K | Hold |
1,595
| – | – | 0.05% | 150 |
|
|
2020
Q4 | $103K | Buy |
+1,595
| New | +$103K | 0.07% | 147 |
|
|
2020
Q3 | – | Sell |
-2,195
| Closed | -$121K | – | 347 |
|
|
2020
Q2 | $121K | Hold |
2,195
| – | – | 0.11% | 122 |
|
|
2020
Q1 | $106K | Buy |
2,195
+395
| +22% | +$19.1K | 0.12% | 115 |
|
|
2019
Q4 | $95K | Hold |
1,800
| – | – | 0.09% | 135 |
|
|
2019
Q3 | $99K | Buy |
1,800
+600
| +50% | +$33K | 0.1% | 127 |
|
|
2019
Q2 | $68K | Buy |
+1,200
| New | +$68K | 0.07% | 146 |
|