Lake Street Private Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Buy |
1,944
+400
| +26% | +$87.5K | 0.06% | 180 |
|
|
2025
Q1 | $216K | Buy |
1,544
+268
| +21% | +$37.5K | 0.04% | 229 |
|
|
2024
Q4 | $213K | Sell |
1,276
-15
| -1% | -$2.5K | 0.03% | 232 |
|
|
2024
Q3 | $220K | Sell |
1,291
-10,370
| -89% | -$1.77M | 0.04% | 238 |
|
|
2024
Q2 | $1.65M | Buy |
11,661
+2,182
| +23% | +$308K | 0.21% | 111 |
|
|
2024
Q1 | $1.19M | Sell |
9,479
-245
| -3% | -$30.8K | 0.16% | 131 |
|
|
2023
Q4 | $1.03M | Buy |
9,724
+7,473
| +332% | +$788K | 0.16% | 128 |
|
|
2023
Q3 | $239K | Buy |
2,251
+197
| +10% | +$20.9K | 0.04% | 247 |
|
|
2023
Q2 | $245K | Buy |
+2,054
| New | +$245K | 0.04% | 248 |
|
|
2022
Q3 | – | Sell |
-3,186
| Closed | -$223K | – | 298 |
|
|
2022
Q2 | $223K | Sell |
3,186
-275
| -8% | -$19.2K | 0.05% | 259 |
|
|
2022
Q1 | $286K | Sell |
3,461
-2,642
| -43% | -$218K | 0.05% | 254 |
|
|
2021
Q4 | $532K | Buy |
+6,103
| New | +$532K | 0.09% | 189 |
|