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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
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|
2025
Q1 | $858K | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $958K | Hold |
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|
2024
Q1 | $853K | Sell |
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|
2023
Q4 | $719K | Sell |
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|
2023
Q3 | $724K | Buy |
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|
2023
Q2 | $809K | Sell |
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|
2023
Q1 | $640K | Buy |
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|
2022
Q4 | $555K | Hold |
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|
2022
Q3 | $415K | Buy |
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|
2022
Q2 | $475K | Buy |
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|
2022
Q1 | $507K | Sell |
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|
2021
Q4 | $548K | Hold |
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|
2021
Q3 | $548K | Hold |
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|
2021
Q2 | $489K | Sell |
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|
2021
Q1 | $495K | Hold |
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|
2020
Q4 | $457K | Sell |
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|
2020
Q3 | $426K | Hold |
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|
2020
Q2 | $394K | Buy |
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|
2020
Q1 | $316K | Hold |
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|
2019
Q4 | $346K | Hold |
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|
2019
Q3 | $359K | Hold |
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|
2019
Q2 | $372K | Hold |
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|
2019
Q1 | $351K | Sell |
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|
2018
Q4 | $295K | Sell |
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|
2018
Q3 | $359K | Buy |
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|
2018
Q2 | $300K | Hold |
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|
2018
Q1 | $312K | Sell |
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|
2017
Q4 | $353K | Sell |
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|
2017
Q3 | $371K | Sell |
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|
2017
Q2 | $387K | Buy |
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|
2017
Q1 | $330K | Hold |
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|
2016
Q4 | $285K | Buy |
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