Lakeshore Financial Planning’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
2,013
+1
| +0% | +$219 | 0.18% | 41 |
|
|
2025
Q1 | $281K | Hold |
2,012
| – | – | 0.12% | 52 |
|
|
2024
Q4 | $335K | Buy |
2,012
+115
| +6% | +$19.2K | 0.14% | 46 |
|
|
2024
Q3 | $323K | Hold |
1,897
| – | – | 0.14% | 49 |
|
|
2024
Q2 | $268K | Buy |
1,897
+1
| +0.1% | +$141 | 0.13% | 53 |
|
|
2024
Q1 | $238K | Sell |
1,896
-1
| -0.1% | -$126 | 0.12% | 56 |
|
|
2023
Q4 | $200K | Hold |
1,897
| – | – | 0.11% | 61 |
|
|
2023
Q3 | $201K | Buy |
+1,897
| New | +$201K | 0.11% | 59 |
|