Leavell Investment Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.22M | Buy |
37,612
+1,641
| +5% | +$359K | 0.37% | 61 |
|
2025
Q1 | $5.03M | Buy |
35,971
+2,114
| +6% | +$296K | 0.25% | 97 |
|
2024
Q4 | $5.64M | Buy |
33,857
+986
| +3% | +$164K | 0.28% | 88 |
|
2024
Q3 | $5.6M | Buy |
32,871
+7,501
| +30% | +$1.28M | 0.28% | 86 |
|
2024
Q2 | $3.58M | Buy |
25,370
+2,382
| +10% | +$336K | 0.2% | 114 |
|
2024
Q1 | $2.89M | Sell |
22,988
-2,508
| -10% | -$315K | 0.17% | 130 |
|
2023
Q4 | $2.69M | Buy |
25,496
+42
| +0.2% | +$4.43K | 0.17% | 133 |
|
2023
Q3 | $2.7M | Buy |
25,454
+857
| +3% | +$90.8K | 0.19% | 125 |
|
2023
Q2 | $2.93M | Buy |
24,597
+2,329
| +10% | +$277K | 0.2% | 122 |
|
2023
Q1 | $2.07M | Sell |
22,268
-84
| -0.4% | -$7.81K | 0.15% | 145 |
|
2022
Q4 | $1.83M | Sell |
22,352
-14
| -0.1% | -$1.14K | 0.14% | 158 |
|
2022
Q3 | $1.37M | Buy |
22,366
+1,882
| +9% | +$115K | 0.11% | 185 |
|
2022
Q2 | $1.43M | Sell |
20,484
-155
| -0.8% | -$10.8K | 0.11% | 181 |
|
2022
Q1 | $1.71M | Sell |
20,639
-75
| -0.4% | -$6.21K | 0.12% | 165 |
|
2021
Q4 | $1.81M | Buy |
20,714
+228
| +1% | +$19.9K | 0.12% | 166 |
|
2021
Q3 | $1.79M | Sell |
20,486
-97
| -0.5% | -$8.45K | 0.13% | 154 |
|
2021
Q2 | $1.44M | Hold |
20,583
| – | – | 0.12% | 167 |
|
2021
Q1 | $1.44M | Buy |
20,583
+52
| +0.3% | +$3.65K | 0.12% | 167 |
|
2020
Q4 | $1.33M | Sell |
20,531
-21
| -0.1% | -$1.36K | 0.11% | 168 |
|
2020
Q3 | $1.23M | Sell |
20,552
-94
| -0.5% | -$5.61K | 0.11% | 168 |
|
2020
Q2 | $1.14M | Buy |
20,646
+601
| +3% | +$33.2K | 0.11% | 167 |
|
2020
Q1 | $969K | Sell |
20,045
-313
| -2% | -$15.1K | 0.11% | 163 |
|
2019
Q4 | $1.08M | Sell |
20,358
-99
| -0.5% | -$5.25K | 0.1% | 175 |
|
2019
Q3 | $1.13M | Sell |
20,457
-369
| -2% | -$20.3K | 0.12% | 171 |
|
2019
Q2 | $1.19M | Sell |
20,826
-2,174
| -9% | -$124K | 0.12% | 164 |
|
2019
Q1 | $1.24M | Sell |
23,000
-1,023
| -4% | -$54.9K | 0.14% | 157 |
|
2018
Q4 | $1.09M | Sell |
24,023
-49
| -0.2% | -$2.21K | 0.14% | 157 |
|
2018
Q3 | $1.24M | Sell |
24,072
-398
| -2% | -$20.5K | 0.13% | 161 |
|
2018
Q2 | $1.08M | Sell |
24,470
-1,427
| -6% | -$62.9K | 0.12% | 169 |
|
2018
Q1 | $1.19M | Sell |
25,897
-5,747
| -18% | -$263K | 0.14% | 160 |
|
2017
Q4 | $1.5M | Buy |
31,644
+7,752
| +32% | +$366K | 0.18% | 146 |
|
2017
Q3 | $1.16M | Buy |
23,892
+981
| +4% | +$47.4K | 0.14% | 158 |
|
2017
Q2 | $1.15M | Buy |
22,911
+351
| +2% | +$17.6K | 0.15% | 156 |
|
2017
Q1 | $1.01M | Buy |
22,560
+1,002
| +5% | +$44.7K | 0.13% | 160 |
|
2016
Q4 | $829K | Sell |
21,558
-5,687
| -21% | -$219K | 0.11% | 170 |
|
2016
Q3 | $1.07M | Sell |
27,245
-301
| -1% | -$11.8K | 0.16% | 152 |
|
2016
Q2 | $1.13M | Sell |
27,546
-4,600
| -14% | -$188K | 0.17% | 147 |
|
2016
Q1 | $1.32M | Buy |
32,146
+14,100
| +78% | +$577K | 0.2% | 129 |
|
2015
Q4 | $659K | Sell |
18,046
-6,075
| -25% | -$222K | 0.1% | 190 |
|
2015
Q3 | $871K | Sell |
24,121
-6,225
| -21% | -$225K | 0.14% | 160 |
|
2015
Q2 | $1.22M | Buy |
30,346
+600
| +2% | +$24.2K | 0.19% | 148 |
|
2015
Q1 | $1.28M | Buy |
29,746
+2,650
| +10% | +$114K | 0.19% | 146 |
|
2014
Q4 | $1.22M | Buy |
27,096
+1,051
| +4% | +$47.3K | 0.19% | 152 |
|
2014
Q3 | $997K | Hold |
26,045
| – | – | 0.16% | 165 |
|
2014
Q2 | $1.06M | Buy |
26,045
+1,725
| +7% | +$69.9K | 0.17% | 163 |
|
2014
Q1 | $995K | Buy |
24,320
+125
| +0.5% | +$5.11K | 0.17% | 161 |
|
2013
Q4 | $926K | Buy |
24,195
+10,000
| +70% | +$383K | 0.16% | 165 |
|
2013
Q3 | $471K | Hold |
14,195
| – | – | 0.08% | 221 |
|
2013
Q2 | $436K | Buy |
+14,195
| New | +$436K | 0.08% | 225 |
|