Lee Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $437K | Sell |
3,183
-2,853
| -47% | -$403K | 0.05% | 112 |
|
|
2026
Q2 | $885K | Buy |
6,036
+50
| +0.8% | +$9.06K | 0.11% | 84 |
|
|
2026
Q1 | $881K | Sell |
5,986
-194
| -3% | -$31.5K | 0.12% | 79 |
|
|
2025
Q4 | $1.2M | Sell |
6,180
-492
| -7% | -$117K | 0.16% | 66 |
|
|
2025
Q3 | $1.88M | Buy |
6,672
+542
| +9% | +$138K | 0.24% | 45 |
|
|
2025
Q2 | $1.34M | Sell |
6,130
-8
| -0.1% | -$1.29K | 0.19% | 64 |
|
|
2025
Q1 | $858K | Sell |
6,138
-309
| -5% | -$50.3K | 0.13% | 77 |
|
|
2024
Q4 | $1.07M | Sell |
6,447
-634
| -9% | -$113K | 0.15% | 77 |
|
|
2024
Q3 | $1.21M | Buy |
7,081
+293
| +4% | +$42.4K | 0.17% | 69 |
|
|
2024
Q2 | $958K | Hold |
6,788
| – | – | 0.16% | 73 |
|
|
2024
Q1 | $853K | Sell |
6,788
-34
| -0.5% | -$3.89K | 0.14% | 78 |
|
|
2023
Q4 | $719K | Sell |
6,822
-9
| -0.1% | -$982 | 0.13% | 80 |
|
|
2023
Q3 | $724K | Buy |
6,831
+34
| +0.5% | +$3.94K | 0.13% | 72 |
|
|
2023
Q2 | $809K | Sell |
6,797
-93
| -1% | -$9.6K | 0.14% | 67 |
|
|
2023
Q1 | $640K | Buy |
6,890
+95
| +1% | +$8.33K | 0.11% | 76 |
|
|
2022
Q4 | $555K | Hold |
6,795
| – | – | 0.09% | 91 |
|
|
2022
Q3 | $415K | Buy |
6,795
+3
| +0% | +$220 | 0.08% | 96 |
|
|
2022
Q2 | $475K | Buy |
6,792
+665
| +11% | +$48.7K | 0.09% | 94 |
|
|
2022
Q1 | $507K | Sell |
6,127
-160
| -3% | -$13K | 0.09% | 93 |
|
|
2021
Q4 | $548K | Hold |
6,287
| – | – | 0.1% | 94 |
|
|
2021
Q3 | $548K | Hold |
6,287
| – | – | 0.11% | 86 |
|
|
2021
Q2 | $489K | Sell |
6,287
-770
| -11% | -$60.3K | 0.1% | 91 |
|
|
2021
Q1 | $495K | Hold |
7,057
| – | – | 0.12% | 88 |
|
|
2020
Q4 | $457K | Sell |
7,057
-74
| -1% | -$4.4K | 0.12% | 87 |
|
|
2020
Q3 | $426K | Hold |
7,131
| – | – | 0.12% | 88 |
|
|
2020
Q2 | $394K | Buy |
7,131
+600
| +9% | +$31.8K | 0.11% | 89 |
|
|
2020
Q1 | $316K | Hold |
6,531
| – | – | 0.1% | 88 |
|
|
2019
Q4 | $346K | Hold |
6,531
| – | – | 0.07% | 99 |
|
|
2019
Q3 | $359K | Hold |
6,531
| – | – | 0.08% | 99 |
|
|
2019
Q2 | $372K | Hold |
6,531
| – | – | 0.08% | 94 |
|
|
2019
Q1 | $351K | Sell |
6,531
-2
| -0% | -$102 | 0.08% | 94 |
|
|
2018
Q4 | $295K | Sell |
6,533
-432
| -6% | -$20.7K | 0.08% | 93 |
|
|
2018
Q3 | $359K | Buy |
6,965
+151
| +2% | +$7.34K | 0.09% | 93 |
|
|
2018
Q2 | $300K | Hold |
6,814
| – | – | 0.07% | 125 |
|
|
2018
Q1 | $312K | Sell |
6,814
-658
| -9% | -$32.7K | 0.08% | 120 |
|
|
2017
Q4 | $353K | Sell |
7,472
-192
| -3% | -$9.42K | 0.1% | 94 |
|
|
2017
Q3 | $371K | Sell |
7,664
-55
| -0.7% | -$2.74K | 0.12% | 85 |
|
|
2017
Q2 | $387K | Buy |
7,719
+313
| +4% | +$14.3K | 0.14% | 87 |
|
|
2017
Q1 | $330K | Hold |
7,406
| – | – | 0.13% | 93 |
|
|
2016
Q4 | $285K | Buy |
+7,406
| New | +$290K | 0.16% | 90 |
|
Other funds holding ORCL
Lee Financial's ORCL Position: Q3 2026 in Review
Lee Financial reduced its Oracle (ORCL) stake by 47% in Q3 2026, selling an estimated $403K and leaving 3,183 shares worth $437K. The position accounts for 0.05% of the portfolio, ranked #112.
Lee Financial first reported a position in ORCL in Q4 2016 and has held it in 40 quarters since. The position peaked at $1.88M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.
- Lee Financial held 3,183 shares of Oracle worth $437K as of Q3 2026.
- Lee Financial sold 2,853 Oracle shares in Q3 2026, an estimated $403K.
- Oracle made up 0.05% of Lee Financial's portfolio in Q3 2026, its #112 holding.
- Lee Financial first reported a position in Oracle in Q4 2016 and has held it in 40 quarters since.
- Lee Financial's Oracle position peaked at $1.88M in Q3 2025.
- 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.
Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.