LJAC
L.J. Altfest & Co’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Buy |
18,810
+460
| +3% | +$101K | 0.48% | 47 |
|
|
2025
Q1 | $2.57M | Buy |
18,350
+2,835
| +18% | +$396K | 0.32% | 58 |
|
|
2024
Q4 | $2.59M | Sell |
15,515
-3,206
| -17% | -$534K | 0.33% | 61 |
|
|
2024
Q3 | $3.19M | Buy |
18,721
+4,533
| +32% | +$772K | 0.42% | 47 |
|
|
2024
Q2 | $2M | Buy |
14,188
+1,421
| +11% | +$201K | 0.27% | 62 |
|
|
2024
Q1 | $1.6M | Buy |
12,767
+103
| +0.8% | +$12.9K | 0.23% | 74 |
|
|
2023
Q4 | $1.34M | Buy |
12,664
+2,984
| +31% | +$315K | 0.19% | 94 |
|
|
2023
Q3 | $1.03M | Hold |
9,680
| – | – | 0.16% | 109 |
|
|
2023
Q2 | $1.15M | Sell |
9,680
-486
| -5% | -$57.9K | 0.17% | 92 |
|
|
2023
Q1 | $945K | Buy |
10,166
+1,793
| +21% | +$167K | 0.15% | 103 |
|
|
2022
Q4 | $684K | Sell |
8,373
-69
| -0.8% | -$5.64K | 0.11% | 125 |
|
|
2022
Q3 | $516K | Buy |
8,442
+50
| +0.6% | +$3.06K | 0.1% | 139 |
|
|
2022
Q2 | $586K | Buy |
8,392
+1,000
| +14% | +$69.8K | 0.11% | 132 |
|
|
2022
Q1 | $612K | Sell |
7,392
-59
| -0.8% | -$4.89K | 0.11% | 134 |
|
|
2021
Q4 | $650K | Hold |
7,451
| – | – | 0.12% | 123 |
|
|
2021
Q3 | $649K | Sell |
7,451
-38
| -0.5% | -$3.31K | 0.14% | 114 |
|
|
2021
Q2 | $583K | Sell |
7,489
-127
| -2% | -$9.89K | 0.13% | 125 |
|
|
2021
Q1 | $534K | Hold |
7,616
| – | – | 0.13% | 130 |
|
|
2020
Q4 | $493K | Buy |
7,616
+127
| +2% | +$8.22K | 0.12% | 129 |
|
|
2020
Q3 | $447K | Hold |
7,489
| – | – | 0.12% | 129 |
|
|
2020
Q2 | $414K | Sell |
7,489
-4,607
| -38% | -$255K | 0.12% | 131 |
|
|
2020
Q1 | $585K | Sell |
12,096
-1,563
| -11% | -$75.6K | 0.18% | 92 |
|
|
2019
Q4 | $724K | Sell |
13,659
-1,556
| -10% | -$82.5K | 0.18% | 81 |
|
|
2019
Q3 | $837K | Buy |
15,215
+7,692
| +102% | +$423K | 0.22% | 72 |
|
|
2019
Q2 | $429K | Sell |
7,523
-509
| -6% | -$29K | 0.11% | 113 |
|
|
2019
Q1 | $431K | Hold |
8,032
| – | – | 0.1% | 110 |
|
|
2018
Q4 | $363K | Hold |
8,032
| – | – | 0.1% | 104 |
|
|
2018
Q3 | $414K | Sell |
8,032
-4,100
| -34% | -$211K | 0.12% | 117 |
|
|
2018
Q2 | $535K | Sell |
12,132
-108
| -0.9% | -$4.76K | 0.2% | 97 |
|
|
2018
Q1 | $560K | Buy |
12,240
+192
| +2% | +$8.78K | 0.24% | 93 |
|
|
2017
Q4 | $570K | Sell |
12,048
-11,595
| -49% | -$549K | 0.22% | 101 |
|
|
2017
Q3 | $1.14M | Buy |
23,643
+12,257
| +108% | +$593K | 0.56% | 50 |
|
|
2017
Q2 | $571K | Hold |
11,386
| – | – | 0.34% | 83 |
|
|
2017
Q1 | $508K | Sell |
11,386
-124
| -1% | -$5.53K | 0.2% | 84 |
|
|
2016
Q4 | $443K | Sell |
11,510
-17
| -0.1% | -$654 | 0.22% | 89 |
|
|
2016
Q3 | $453K | Buy |
11,527
+17
| +0.1% | +$668 | 0.3% | 80 |
|
|
2016
Q2 | $471K | Sell |
11,510
-32,250
| -74% | -$1.32M | 0.33% | 81 |
|
|
2016
Q1 | $1.79M | Sell |
43,760
-374
| -0.8% | -$15.3K | 1.84% | 18 |
|
|
2015
Q4 | $1.61M | Sell |
44,134
-1,055
| -2% | -$38.5K | 1.58% | 21 |
|
|
2015
Q3 | $1.63M | Sell |
45,189
-654
| -1% | -$23.6K | 1.61% | 17 |
|
|
2015
Q2 | $1.85M | Buy |
45,843
+185
| +0.4% | +$7.45K | 1.69% | 17 |
|
|
2015
Q1 | $1.97M | Buy |
45,658
+622
| +1% | +$26.8K | 1.83% | 15 |
|
|
2014
Q4 | $2.03M | Sell |
45,036
-1,207
| -3% | -$54.3K | 1.66% | 15 |
|
|
2014
Q3 | $1.8M | Buy |
46,243
+4,762
| +11% | +$185K | 1.77% | 15 |
|
|
2014
Q2 | $1.7M | Buy |
41,481
+877
| +2% | +$35.9K | 1.67% | 17 |
|
|
2014
Q1 | $1.58M | Sell |
40,604
-211
| -0.5% | -$8.23K | 1.47% | 16 |
|
|
2013
Q4 | $1.56M | Buy |
+40,815
| New | +$1.56M | 1.33% | 20 |
|