LIA
LBMC Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Hold |
7,263
| – | – | 0.11% | 70 |
|
|
2025
Q1 | $1.02M | Hold |
7,263
| – | – | 0.08% | 82 |
|
|
2024
Q4 | $1.21M | Sell |
7,263
-5
| -0.1% | -$833 | 0.1% | 73 |
|
|
2024
Q3 | $1.24M | Hold |
7,268
| – | – | 0.1% | 70 |
|
|
2024
Q2 | $1.03M | Buy |
7,268
+5
| +0.1% | +$706 | 0.09% | 72 |
|
|
2024
Q1 | $912K | Hold |
7,263
| – | – | 0.08% | 75 |
|
|
2023
Q4 | $766K | Sell |
7,263
-183
| -2% | -$19.3K | 0.07% | 77 |
|
|
2023
Q3 | $778K | Buy |
7,446
+183
| +3% | +$19.1K | 0.08% | 69 |
|
|
2023
Q2 | $865K | Hold |
7,263
| – | – | 0.09% | 66 |
|
|
2023
Q1 | $675K | Hold |
7,263
| – | – | 0.07% | 74 |
|
|
2022
Q4 | $594K | Hold |
7,263
| – | – | 0.06% | 82 |
|
|
2022
Q3 | $444K | Hold |
7,263
| – | – | 0.05% | 94 |
|
|
2022
Q2 | $507K | Hold |
7,263
| – | – | 0.06% | 80 |
|
|
2022
Q1 | $601K | Hold |
7,263
| – | – | 0.05% | 81 |
|
|
2021
Q4 | $633K | Hold |
7,263
| – | – | 0.05% | 83 |
|
|
2021
Q3 | $633 | Hold |
7,263
| – | – | 0.06% | 79 |
|
|
2021
Q2 | $565K | Buy |
7,263
+449
| +7% | +$34.9K | 0.05% | 85 |
|
|
2021
Q1 | $478K | Hold |
6,814
| – | – | 0.05% | 81 |
|
|
2020
Q4 | $441K | Hold |
6,814
| – | – | 0.05% | 77 |
|
|
2020
Q3 | $407K | Sell |
6,814
-1,200
| -15% | -$71.7K | 0.06% | 77 |
|
|
2020
Q2 | $443K | Hold |
8,014
| – | – | 0.07% | 61 |
|
|
2020
Q1 | $387K | Sell |
8,014
-214
| -3% | -$10.3K | 0.07% | 59 |
|
|
2019
Q4 | $436K | Hold |
8,228
| – | – | 0.06% | 62 |
|
|
2019
Q3 | $453K | Hold |
8,228
| – | – | 0.07% | 57 |
|
|
2019
Q2 | $469K | Buy |
8,228
+564
| +7% | +$32.1K | 0.07% | 57 |
|
|
2019
Q1 | $412K | Hold |
7,664
| – | – | 0.07% | 60 |
|
|
2018
Q4 | $346K | Sell |
7,664
-3,459
| -31% | -$156K | 0.06% | 61 |
|
|
2018
Q3 | $574K | Hold |
11,123
| – | – | 0.09% | 57 |
|
|
2018
Q2 | $490K | Buy |
11,123
+1,200
| +12% | +$52.9K | 0.08% | 60 |
|
|
2018
Q1 | $454K | Hold |
9,923
| – | – | 0.08% | 57 |
|
|
2017
Q4 | $469K | Buy |
9,923
+5,005
| +102% | +$237K | 0.08% | 57 |
|
|
2017
Q3 | $238K | Buy |
4,918
+599
| +14% | +$29K | 0.04% | 72 |
|
|
2017
Q2 | $217K | Buy |
+4,319
| New | +$217K | 0.04% | 72 |
|