KLI
Kelman-Lazarov Inc’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
+1,144
| New | +$250K | 0.04% | 108 |
|
|
2023
Q3 | – | Sell |
-1,783
| Closed | -$212K | – | 99 |
|
|
2023
Q2 | $212K | Buy |
+1,783
| New | +$212K | 0.05% | 96 |
|
|
2018
Q3 | – | Sell |
-5,546
| Closed | -$244K | – | 103 |
|
|
2018
Q2 | $244K | Hold |
5,546
| – | – | 0.13% | 96 |
|
|
2018
Q1 | $254K | Sell |
5,546
-450
| -8% | -$20.6K | 0.14% | 99 |
|
|
2017
Q4 | $283K | Sell |
5,996
-29
| -0.5% | -$1.37K | 0.14% | 98 |
|
|
2017
Q3 | $291K | Sell |
6,025
-1,124
| -16% | -$54.3K | 0.15% | 99 |
|
|
2017
Q2 | $358K | Sell |
7,149
-3,000
| -30% | -$150K | 0.2% | 92 |
|
|
2017
Q1 | $453K | Sell |
10,149
-2,191
| -18% | -$97.8K | 0.29% | 79 |
|
|
2016
Q4 | $474K | Hold |
12,340
| – | – | 0.27% | 81 |
|
|
2016
Q3 | $480K | Sell |
12,340
-926
| -7% | -$36K | 0.27% | 81 |
|
|
2016
Q2 | $542K | Sell |
13,266
-300
| -2% | -$12.3K | 0.31% | 81 |
|
|
2016
Q1 | $558K | Buy |
+13,566
| New | +$558K | 0.33% | 80 |
|