Laurie J. Hall Trustee’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+1,000
| New | +$219K | 0.07% | 108 |
|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$167K | – | 203 |
|
|
2024
Q4 | $167K | Hold |
1,000
| – | – | 0.05% | 129 |
|
|
2024
Q3 | $170K | Hold |
1,000
| – | – | 0.05% | 136 |
|
|
2024
Q2 | $141K | Hold |
1,000
| – | – | 0.05% | 128 |
|
|
2024
Q1 | $126K | Hold |
1,000
| – | – | 0.04% | 132 |
|
|
2023
Q4 | $105K | Sell |
1,000
-275
| -22% | -$28.9K | 0.04% | 139 |
|
|
2023
Q3 | $135K | Hold |
1,275
| – | – | 0.06% | 122 |
|
|
2023
Q2 | $152K | Hold |
1,275
| – | – | 0.06% | 122 |
|
|
2023
Q1 | $118K | Sell |
1,275
-100
| -7% | -$9.26K | 0.05% | 127 |
|
|
2022
Q4 | $112K | Sell |
1,375
-420
| -23% | -$34.2K | 0.05% | 127 |
|
|
2022
Q3 | $110K | Hold |
1,795
| – | – | 0.05% | 124 |
|
|
2022
Q2 | $125K | Hold |
1,795
| – | – | 0.06% | 125 |
|
|
2022
Q1 | $149K | Hold |
1,795
| – | – | 0.06% | 123 |
|
|
2021
Q4 | $157K | Hold |
1,795
| – | – | 0.06% | 128 |
|
|
2021
Q3 | $157K | Sell |
1,795
-750
| -29% | -$65.6K | 0.06% | 123 |
|
|
2021
Q2 | $199K | Sell |
2,545
-250
| -9% | -$19.5K | 0.08% | 114 |
|
|
2021
Q1 | $195K | Sell |
2,795
-250
| -8% | -$17.4K | 0.07% | 115 |
|
|
2020
Q4 | $197K | Hold |
3,045
| – | – | 0.08% | 111 |
|
|
2020
Q3 | $182K | Buy |
+3,045
| New | +$182K | 0.08% | 111 |
|
|
2019
Q4 | $185K | Hold |
3,500
| – | – | 0.09% | 112 |
|
|
2019
Q3 | $192K | Sell |
3,500
-100
| -3% | -$5.49K | 0.1% | 107 |
|
|
2019
Q2 | $205K | Hold |
3,600
| – | – | 0.11% | 106 |
|
|
2019
Q1 | $194K | Hold |
3,600
| – | – | 0.1% | 107 |
|
|
2018
Q4 | $184K | Hold |
3,600
| – | – | 0.1% | 106 |
|
|
2018
Q3 | $185K | Hold |
3,600
| – | – | 0.1% | 115 |
|
|
2018
Q2 | $158K | Hold |
3,600
| – | – | 0.09% | 119 |
|
|
2018
Q1 | $165K | Sell |
3,600
-4,350
| -55% | -$199K | 0.1% | 108 |
|
|
2017
Q4 | $375K | Buy |
7,950
+700
| +10% | +$33K | 0.21% | 75 |
|
|
2017
Q3 | $351K | Hold |
7,250
| – | – | 0.22% | 68 |
|
|
2017
Q2 | $364K | Sell |
7,250
-500
| -6% | -$25.1K | 0.23% | 71 |
|
|
2017
Q1 | $345K | Sell |
7,750
-200
| -3% | -$8.9K | 0.22% | 73 |
|
|
2016
Q4 | $306K | Buy |
+7,950
| New | +$306K | 0.2% | 79 |
|
|
2016
Q2 | $410K | Buy |
10,050
+170
| +2% | +$6.94K | 0.27% | 65 |
|
|
2016
Q1 | $402K | Sell |
9,880
-870
| -8% | -$35.4K | 0.25% | 66 |
|
|
2015
Q4 | $384K | Sell |
10,750
-875
| -8% | -$31.3K | 0.28% | 66 |
|
|
2015
Q3 | $420K | Hold |
11,625
| – | – | 0.34% | 57 |
|
|
2015
Q2 | $468K | Sell |
11,625
-350
| -3% | -$14.1K | 0.34% | 59 |
|
|
2015
Q1 | $517K | Sell |
11,975
-150
| -1% | -$6.48K | 0.38% | 54 |
|
|
2014
Q4 | $545K | Buy |
12,125
+1,070
| +10% | +$48.1K | 0.39% | 54 |
|
|
2014
Q3 | $423K | Sell |
11,055
-200
| -2% | -$7.65K | 0.32% | 59 |
|
|
2014
Q2 | $456K | Sell |
11,255
-300
| -3% | -$12.2K | 0.34% | 57 |
|
|
2014
Q1 | $473K | Hold |
11,555
| – | – | 0.37% | 58 |
|
|
2013
Q4 | $442K | Hold |
11,555
| – | – | 0.34% | 60 |
|
|
2013
Q3 | $383K | Hold |
11,555
| – | – | 0.32% | 58 |
|
|
2013
Q2 | $355K | Buy |
+11,555
| New | +$355K | 0.31% | 59 |
|