LGA
Lebenthal Global Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Buy |
16,487
+963
| +6% | +$211K | 0.67% | 26 |
|
|
2025
Q1 | $2.17M | Buy |
15,524
+5,742
| +59% | +$803K | 0.41% | 33 |
|
|
2024
Q4 | $1.63M | Buy |
9,782
+828
| +9% | +$138K | 0.3% | 52 |
|
|
2024
Q3 | $1.53M | Buy |
8,954
+120
| +1% | +$20.4K | 0.31% | 45 |
|
|
2024
Q2 | $1.25M | Buy |
+8,834
| New | +$1.25M | 0.27% | 47 |
|
|
2021
Q1 | – | Sell |
-200
| Closed | -$12K | – | 420 |
|
|
2020
Q4 | $12K | Buy |
+200
| New | +$12K | 0.01% | 427 |
|