L.M. Kohn & Company’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Sell |
18,429
-299
| -2% | -$65.4K | 1.09% | 19 |
|
|
2025
Q1 | $2.62M | Sell |
18,728
-238
| -1% | -$33.3K | 0.68% | 24 |
|
|
2024
Q4 | $3.16M | Buy |
18,966
+875
| +5% | +$146K | 0.82% | 20 |
|
|
2024
Q3 | $3.08M | Buy |
18,091
+532
| +3% | +$90.7K | 0.78% | 20 |
|
|
2024
Q2 | $2.48M | Buy |
17,559
+697
| +4% | +$98.4K | 0.67% | 24 |
|
|
2024
Q1 | $2.12M | Buy |
16,862
+42
| +0.2% | +$5.28K | 0.6% | 30 |
|
|
2023
Q4 | $1.77M | Buy |
16,820
+952
| +6% | +$100K | 0.57% | 34 |
|
|
2023
Q3 | $1.68M | Hold |
15,868
| – | – | 0.61% | 27 |
|
|
2023
Q2 | $1.89M | Buy |
15,868
+500
| +3% | +$59.5K | 0.71% | 23 |
|
|
2023
Q1 | $1.43M | Buy |
15,368
+1
| +0% | +$93 | 0.59% | 33 |
|
|
2022
Q4 | $1.26M | Sell |
15,367
-86
| -0.6% | -$7.03K | 0.59% | 41 |
|
|
2022
Q3 | $944K | Sell |
15,453
-267
| -2% | -$16.3K | 0.46% | 50 |
|
|
2022
Q2 | $1.1M | Buy |
15,720
+50
| +0.3% | +$3.5K | 0.51% | 51 |
|
|
2022
Q1 | $1.3M | Buy |
+15,670
| New | +$1.3M | 0.5% | 45 |
|