Legacy Capital Group California’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.49M | Sell |
6,823
-662
| -9% | -$145K | 0.41% | 46 |
|
2025
Q1 | $1.05M | Buy |
7,485
+23
| +0.3% | +$3.22K | 0.36% | 53 |
|
2024
Q4 | $1.24M | Buy |
7,462
+381
| +5% | +$63.5K | 0.38% | 54 |
|
2024
Q3 | $1.21M | Sell |
7,081
-282
| -4% | -$48.1K | 0.4% | 54 |
|
2024
Q2 | $1.04M | Buy |
7,363
+534
| +8% | +$75.4K | 0.37% | 65 |
|
2024
Q1 | $858K | Buy |
6,829
+80
| +1% | +$10K | 0.32% | 93 |
|
2023
Q4 | $712K | Buy |
6,749
+353
| +6% | +$37.2K | 0.28% | 118 |
|
2023
Q3 | $677K | Buy |
6,396
+402
| +7% | +$42.6K | 0.29% | 98 |
|
2023
Q2 | $714K | Buy |
5,994
+1,555
| +35% | +$185K | 0.29% | 97 |
|
2023
Q1 | $412K | Buy |
+4,439
| New | +$412K | 0.2% | 150 |
|