Lee, Danner & Bass’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.71M | Buy |
44,431
+199
| +0.4% | +$43.5K | 0.76% | 32 |
|
|
2025
Q1 | $6.18M | Sell |
44,232
-710
| -2% | -$99.3K | 0.5% | 42 |
|
|
2024
Q4 | $7.49M | Buy |
44,942
+573
| +1% | +$95.5K | 0.59% | 36 |
|
|
2024
Q3 | $7.56M | Sell |
44,369
-1,150
| -3% | -$196K | 0.53% | 36 |
|
|
2024
Q2 | $6.43M | Buy |
+45,519
| New | +$6.43M | 0.5% | 43 |
|
|
2023
Q4 | $4.81M | Sell |
45,619
-525
| -1% | -$55.4K | 0.41% | 53 |
|
|
2023
Q3 | $4.89M | Sell |
46,144
-800
| -2% | -$84.7K | 0.44% | 54 |
|
|
2023
Q2 | $5.59M | Sell |
46,944
-1,496
| -3% | -$178K | 0.48% | 48 |
|
|
2023
Q1 | $4.5M | Sell |
48,440
-1,500
| -3% | -$139K | 0.41% | 57 |
|
|
2022
Q4 | $4.08M | Sell |
49,940
-1,450
| -3% | -$119K | 0.39% | 65 |
|
|
2022
Q3 | $3.14M | Sell |
51,390
-475
| -0.9% | -$29K | 0.33% | 70 |
|
|
2022
Q2 | $3.62M | Buy |
51,865
+1,141
| +2% | +$79.7K | 0.37% | 67 |
|
|
2022
Q1 | $4.2M | Buy |
50,724
+1,576
| +3% | +$130K | 0.36% | 64 |
|
|
2021
Q4 | $4.29M | Sell |
49,148
-775
| -2% | -$67.6K | 0.37% | 64 |
|
|
2021
Q3 | $4.35M | Sell |
49,923
-225
| -0.4% | -$19.6K | 0.4% | 61 |
|
|
2021
Q2 | $3.9M | Buy |
50,148
+1,520
| +3% | +$118K | 0.35% | 73 |
|
|
2021
Q1 | $3.41M | Hold |
48,628
| – | – | 0.33% | 75 |
|
|
2020
Q4 | $3.15M | Sell |
48,628
-1,214
| -2% | -$78.5K | 0.34% | 73 |
|
|
2020
Q3 | $2.98M | Sell |
49,842
-745
| -1% | -$44.5K | 0.35% | 67 |
|
|
2020
Q2 | $2.8M | Sell |
50,587
-1,525
| -3% | -$84.3K | 0.36% | 68 |
|
|
2020
Q1 | $2.52M | Sell |
52,112
-14
| -0% | -$677 | 0.36% | 64 |
|
|
2019
Q4 | $2.76M | Sell |
52,126
-1,200
| -2% | -$63.6K | 0.29% | 77 |
|
|
2019
Q3 | $2.94M | Buy |
53,326
+393
| +0.7% | +$21.6K | 0.31% | 67 |
|
|
2019
Q2 | $3.02M | Sell |
52,933
-1,450
| -3% | -$82.6K | 0.32% | 67 |
|
|
2019
Q1 | $2.92M | Sell |
54,383
-835
| -2% | -$44.8K | 0.32% | 65 |
|
|
2018
Q4 | $2.49M | Sell |
55,218
-22,476
| -29% | -$1.01M | 0.29% | 73 |
|
|
2018
Q3 | $4.01M | Sell |
77,694
-3,051
| -4% | -$157K | 0.4% | 60 |
|
|
2018
Q2 | $3.56M | Buy |
80,745
+1,050
| +1% | +$46.3K | 0.38% | 63 |
|
|
2018
Q1 | $3.65M | Buy |
79,695
+1,430
| +2% | +$65.4K | 0.38% | 61 |
|
|
2017
Q4 | $3.7M | Buy |
78,265
+16,561
| +27% | +$783K | 0.38% | 64 |
|
|
2017
Q3 | $2.98M | Buy |
61,704
+2,511
| +4% | +$121K | 0.32% | 72 |
|
|
2017
Q2 | $2.97M | Sell |
59,193
-220
| -0.4% | -$11K | 0.33% | 69 |
|
|
2017
Q1 | $2.65M | Buy |
59,413
+115
| +0.2% | +$5.13K | 0.3% | 73 |
|
|
2016
Q4 | $2.28M | Sell |
59,298
-1,958
| -3% | -$75.3K | 0.27% | 75 |
|
|
2016
Q3 | $2.41M | Sell |
61,256
-1,515
| -2% | -$59.5K | 0.29% | 71 |
|
|
2016
Q2 | $2.57M | Hold |
62,771
| – | – | 0.31% | 68 |
|
|
2016
Q1 | $2.55M | Sell |
62,771
-1,300
| -2% | -$52.9K | 0.31% | 69 |
|
|
2015
Q4 | $2.34M | Sell |
64,071
-5,173
| -7% | -$189K | 0.31% | 68 |
|
|
2015
Q3 | $2.5M | Buy |
69,244
+700
| +1% | +$25.3K | 0.33% | 65 |
|
|
2015
Q2 | $2.76M | Buy |
68,544
+208
| +0.3% | +$8.38K | 0.33% | 67 |
|
|
2015
Q1 | $2.95M | Buy |
68,336
+2,845
| +4% | +$123K | 0.35% | 63 |
|
|
2014
Q4 | $2.95M | Sell |
65,491
-306
| -0.5% | -$13.8K | 0.35% | 61 |
|
|
2014
Q3 | $2.52M | Sell |
65,797
-5,000
| -7% | -$191K | 0.31% | 65 |
|
|
2014
Q2 | $2.87M | Sell |
70,797
-632
| -0.9% | -$25.6K | 0.35% | 61 |
|
|
2014
Q1 | $2.92M | Buy |
71,429
+1,400
| +2% | +$57.3K | 0.38% | 61 |
|
|
2013
Q4 | $2.68M | Sell |
70,029
-5,010
| -7% | -$192K | 0.36% | 59 |
|
|
2013
Q3 | $2.49M | Buy |
75,039
+2,162
| +3% | +$71.7K | 0.35% | 59 |
|
|
2013
Q2 | $2.24M | Buy |
+72,877
| New | +$2.24M | 0.33% | 58 |
|