LIM
Lathrop Investment Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Sell |
60,899
-973
| -2% | -$213K | 2.52% | 21 |
|
|
2025
Q1 | $8.65M | Sell |
61,872
-1,644
| -3% | -$230K | 1.72% | 27 |
|
|
2024
Q4 | $10.6M | Sell |
63,516
-394
| -0.6% | -$65.7K | 2.02% | 26 |
|
|
2024
Q3 | $10.9M | Buy |
63,910
+218
| +0.3% | +$37.1K | 2.02% | 26 |
|
|
2024
Q2 | $8.99M | Buy |
63,692
+29,102
| +84% | +$4.11M | 1.76% | 26 |
|
|
2024
Q1 | $4.35M | Buy |
34,590
+32,469
| +1,531% | +$4.08M | 0.84% | 37 |
|
|
2023
Q4 | $224K | Hold |
2,121
| – | – | 0.05% | 77 |
|
|
2023
Q3 | $225K | Hold |
2,121
| – | – | 0.05% | 75 |
|
|
2023
Q2 | $253K | Sell |
2,121
-40
| -2% | -$4.77K | 0.05% | 76 |
|
|
2023
Q1 | $201K | Buy |
+2,161
| New | +$201K | 0.04% | 84 |
|