LF
Lee Financial’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
6,130
-8
| -0.1% | -$1.75K | 0.19% | 64 |
|
|
2025
Q1 | $858K | Sell |
6,138
-309
| -5% | -$43.2K | 0.13% | 77 |
|
|
2024
Q4 | $1.07M | Sell |
6,447
-634
| -9% | -$106K | 0.15% | 77 |
|
|
2024
Q3 | $1.21M | Buy |
7,081
+293
| +4% | +$49.9K | 0.17% | 69 |
|
|
2024
Q2 | $958K | Hold |
6,788
| – | – | 0.16% | 73 |
|
|
2024
Q1 | $853K | Sell |
6,788
-34
| -0.5% | -$4.27K | 0.14% | 78 |
|
|
2023
Q4 | $719K | Sell |
6,822
-9
| -0.1% | -$949 | 0.13% | 80 |
|
|
2023
Q3 | $724K | Buy |
6,831
+34
| +0.5% | +$3.6K | 0.13% | 72 |
|
|
2023
Q2 | $809K | Sell |
6,797
-93
| -1% | -$11.1K | 0.14% | 67 |
|
|
2023
Q1 | $640K | Buy |
6,890
+95
| +1% | +$8.83K | 0.11% | 76 |
|
|
2022
Q4 | $555K | Hold |
6,795
| – | – | 0.09% | 91 |
|
|
2022
Q3 | $415K | Buy |
6,795
+3
| +0% | +$183 | 0.08% | 96 |
|
|
2022
Q2 | $475K | Buy |
6,792
+665
| +11% | +$46.5K | 0.09% | 94 |
|
|
2022
Q1 | $507K | Sell |
6,127
-160
| -3% | -$13.2K | 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% | -$59.9K | 0.1% | 91 |
|
|
2021
Q1 | $495K | Hold |
7,057
| – | – | 0.12% | 88 |
|
|
2020
Q4 | $457K | Sell |
7,057
-74
| -1% | -$4.79K | 0.12% | 87 |
|
|
2020
Q3 | $426K | Hold |
7,131
| – | – | 0.12% | 88 |
|
|
2020
Q2 | $394K | Buy |
7,131
+600
| +9% | +$33.2K | 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% | -$107 | 0.08% | 94 |
|
|
2018
Q4 | $295K | Sell |
6,533
-432
| -6% | -$19.5K | 0.08% | 93 |
|
|
2018
Q3 | $359K | Buy |
6,965
+151
| +2% | +$7.78K | 0.09% | 93 |
|
|
2018
Q2 | $300K | Hold |
6,814
| – | – | 0.07% | 125 |
|
|
2018
Q1 | $312K | Sell |
6,814
-658
| -9% | -$30.1K | 0.08% | 120 |
|
|
2017
Q4 | $353K | Sell |
7,472
-192
| -3% | -$9.07K | 0.1% | 94 |
|
|
2017
Q3 | $371K | Sell |
7,664
-55
| -0.7% | -$2.66K | 0.12% | 85 |
|
|
2017
Q2 | $387K | Buy |
7,719
+313
| +4% | +$15.7K | 0.14% | 87 |
|
|
2017
Q1 | $330K | Hold |
7,406
| – | – | 0.13% | 93 |
|
|
2016
Q4 | $285K | Buy |
+7,406
| New | +$285K | 0.16% | 90 |
|