LA
Legacy Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,123
| Closed | -$1.69M | – | 291 |
|
|
2025
Q1 | $1.69M | Buy |
12,123
+238
| +2% | +$33.3K | 0.17% | 99 |
|
|
2024
Q4 | $1.98M | Buy |
11,885
+833
| +8% | +$139K | 0.19% | 86 |
|
|
2024
Q3 | $1.88M | Buy |
11,052
+1,348
| +14% | +$230K | 0.2% | 88 |
|
|
2024
Q2 | $1.37M | Buy |
9,704
+475
| +5% | +$67.1K | 0.17% | 98 |
|
|
2024
Q1 | $1.16M | Buy |
9,229
+494
| +6% | +$62.1K | 0.15% | 123 |
|
|
2023
Q4 | $921K | Buy |
8,735
+788
| +10% | +$83.1K | 0.12% | 135 |
|
|
2023
Q3 | $842K | Buy |
+7,947
| New | +$842K | 0.14% | 136 |
|
|
2019
Q3 | – | Sell |
-1,980
| Closed | -$113K | – | 267 |
|
|
2019
Q2 | $113K | Buy |
1,980
+1,580
| +395% | +$90.2K | 0.08% | 154 |
|
|
2019
Q1 | $21K | Buy |
+400
| New | +$21K | 0.01% | 275 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$21K | – | 313 |
|
|
2018
Q3 | $21K | Hold |
400
| – | – | 0.01% | 294 |
|
|
2018
Q2 | $18K | Hold |
400
| – | – | 0.01% | 265 |
|
|
2018
Q1 | $18K | Buy |
400
+200
| +100% | +$9K | 0.01% | 218 |
|
|
2017
Q4 | $9K | Sell |
200
-181
| -48% | -$8.15K | 0.01% | 265 |
|
|
2017
Q3 | $18K | Buy |
381
+181
| +91% | +$8.55K | 0.02% | 169 |
|
|
2017
Q2 | $10K | Hold |
200
| – | – | 0.01% | 166 |
|
|
2017
Q1 | $8K | Hold |
200
| – | – | 0.01% | 162 |
|
|
2016
Q4 | $7K | Buy |
+200
| New | +$7K | 0.01% | 182 |
|