Kelman-Lazarov Inc’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $212K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $244K | Hold |
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|
2018
Q1 | $254K | Sell |
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|
2017
Q4 | $283K | Sell |
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|
2017
Q3 | $291K | Sell |
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|
2017
Q2 | $358K | Sell |
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|
2017
Q1 | $453K | Sell |
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|
2016
Q4 | $474K | Hold |
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|
2016
Q3 | $480K | Sell |
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|
2016
Q2 | $542K | Sell |
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|
2016
Q1 | $558K | Buy |
|