Lebenthal Global Advisors’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.6M Buy
2025
Q1
$2.17M Buy
2024
Q4
$1.63M Buy
2024
Q3
$1.53M Buy
2024
Q2
$1.25M Buy
2021
Q1
Sell
2020
Q4
$12K Buy