LFA
Legacy Financial Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.18M | Sell |
19,112
-68
| -0.4% | -$14.9K | 0.65% | 27 |
|
|
2025
Q1 | $2.68M | Buy |
19,180
+219
| +1% | +$30.6K | 0.45% | 38 |
|
|
2024
Q4 | $3.16M | Sell |
18,961
-495
| -3% | -$82.5K | 0.52% | 33 |
|
|
2024
Q3 | $3.32M | Buy |
19,456
+503
| +3% | +$85.7K | 0.56% | 32 |
|
|
2024
Q2 | $2.68M | Buy |
18,953
+501
| +3% | +$70.7K | 0.48% | 35 |
|
|
2024
Q1 | $2.32M | Buy |
18,452
+2,178
| +13% | +$274K | 0.42% | 41 |
|
|
2023
Q4 | $1.72M | Buy |
16,274
+750
| +5% | +$79.1K | 0.33% | 49 |
|
|
2023
Q3 | $1.64M | Buy |
15,524
+1,812
| +13% | +$192K | 0.33% | 45 |
|
|
2023
Q2 | $1.63M | Buy |
13,712
+699
| +5% | +$83.2K | 0.31% | 43 |
|
|
2023
Q1 | $1.21M | Sell |
13,013
-1,001
| -7% | -$93K | 0.25% | 51 |
|
|
2022
Q4 | $1.15M | Buy |
14,014
+1,909
| +16% | +$156K | 0.25% | 49 |
|
|
2022
Q3 | $739K | Buy |
12,105
+448
| +4% | +$27.4K | 0.18% | 66 |
|
|
2022
Q2 | $814K | Buy |
11,657
+768
| +7% | +$53.6K | 0.2% | 57 |
|
|
2022
Q1 | $901K | Buy |
10,889
+1,902
| +21% | +$157K | 0.2% | 51 |
|
|
2021
Q4 | $784K | Buy |
8,987
+1,277
| +17% | +$111K | 0.18% | 58 |
|
|
2021
Q3 | $672K | Buy |
7,710
+348
| +5% | +$30.3K | 0.16% | 58 |
|
|
2021
Q2 | $573K | Buy |
7,362
+526
| +8% | +$40.9K | 0.15% | 64 |
|
|
2021
Q1 | $480K | Buy |
6,836
+693
| +11% | +$48.7K | 0.13% | 69 |
|
|
2020
Q4 | $397K | Buy |
6,143
+712
| +13% | +$46K | 0.11% | 75 |
|
|
2020
Q3 | $324K | Buy |
+5,431
| New | +$324K | 0.1% | 82 |
|
|
2019
Q2 | – | Sell |
-2,797
| Closed | -$150K | – | 665 |
|
|
2019
Q1 | $150K | Sell |
2,797
-544
| -16% | -$29.2K | 0.05% | 123 |
|
|
2018
Q4 | $151K | Sell |
3,341
-2,638
| -44% | -$119K | 0.06% | 117 |
|
|
2018
Q3 | $308K | Buy |
5,979
+133
| +2% | +$6.85K | 0.11% | 77 |
|
|
2018
Q2 | $284K | Sell |
5,846
-1,113
| -16% | -$54.1K | 0.11% | 81 |
|
|
2018
Q1 | $318K | Buy |
6,959
+4,543
| +188% | +$208K | 0.13% | 76 |
|
|
2017
Q4 | $114K | Buy |
+2,416
| New | +$114K | 0.05% | 169 |
|