Lantz Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Sell |
13,952
-693
| -5% | -$152K | 0.76% | 30 |
|
|
2025
Q1 | $2.05M | Buy |
14,645
+266
| +2% | +$37.2K | 0.56% | 48 |
|
|
2024
Q4 | $2.4M | Buy |
14,379
+359
| +3% | +$59.8K | 0.64% | 41 |
|
|
2024
Q3 | $2.39M | Buy |
14,020
+1,295
| +10% | +$221K | 0.65% | 44 |
|
|
2024
Q2 | $1.8M | Sell |
12,725
-105
| -0.8% | -$14.8K | 0.56% | 55 |
|
|
2024
Q1 | $1.61M | Buy |
12,830
+433
| +3% | +$54.4K | 0.52% | 60 |
|
|
2023
Q4 | $1.31M | Buy |
12,397
+44
| +0.4% | +$4.64K | 0.47% | 68 |
|
|
2023
Q3 | $1.31M | Buy |
12,353
+68
| +0.6% | +$7.2K | 0.52% | 59 |
|
|
2023
Q2 | $1.46M | Buy |
12,285
+148
| +1% | +$17.6K | 0.57% | 57 |
|
|
2023
Q1 | $1.13M | Buy |
12,137
+824
| +7% | +$76.6K | 0.47% | 68 |
|
|
2022
Q4 | $925K | Buy |
+11,313
| New | +$925K | 0.42% | 65 |
|
|
2022
Q3 | – | Sell |
-3,591
| Closed | -$251K | – | 173 |
|
|
2022
Q2 | $251K | Buy |
3,591
+121
| +3% | +$8.46K | 0.11% | 140 |
|
|
2022
Q1 | $287K | Buy |
3,470
+52
| +2% | +$4.3K | 0.12% | 142 |
|
|
2021
Q4 | $298K | Buy |
3,418
+66
| +2% | +$5.75K | 0.14% | 126 |
|
|
2021
Q3 | $292K | Buy |
3,352
+64
| +2% | +$5.58K | 0.15% | 123 |
|
|
2021
Q2 | $256K | Buy |
3,288
+124
| +4% | +$9.66K | 0.13% | 133 |
|
|
2021
Q1 | $222K | Buy |
+3,164
| New | +$222K | 0.13% | 125 |
|