Legacy Private Trust’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2M | Buy |
13,592
+8,296
| +157% | +$1.35M | 0.12% | 115 |
|
|
2025
Q4 | $1.03M | Buy |
5,296
+1,598
| +43% | +$380K | 0.06% | 156 |
|
|
2025
Q3 | $1.04M | Buy |
3,698
+840
| +29% | +$214K | 0.06% | 152 |
|
|
2025
Q2 | $625K | Buy |
2,858
+665
| +30% | +$107K | 0.04% | 178 |
|
|
2025
Q1 | $307K | Buy |
2,193
+525
| +31% | +$85.5K | 0.02% | 214 |
|
|
2024
Q4 | $278K | Buy |
+1,668
| New | +$296K | 0.02% | 213 |
|
|
2018
Q4 | – | Sell |
-4,874
| Closed | -$251K | – | 233 |
|
|
2018
Q3 | $251K | Buy |
4,874
+139
| +3% | +$6.75K | 0.03% | 207 |
|
|
2018
Q2 | $209K | Hold |
4,735
| – | – | 0.02% | 218 |
|
|
2018
Q1 | $217K | Sell |
4,735
-1,000
| -17% | -$49.7K | 0.03% | 222 |
|
|
2017
Q4 | $271K | Sell |
5,735
-3,860
| -40% | -$189K | 0.03% | 204 |
|
|
2017
Q3 | $464K | Hold |
9,595
| – | – | 0.06% | 179 |
|
|
2017
Q2 | $481K | Sell |
9,595
-825
| -8% | -$37.6K | 0.06% | 174 |
|
|
2017
Q1 | $465K | Sell |
10,420
-1,996
| -16% | -$83.1K | 0.06% | 180 |
|
|
2016
Q4 | $477K | Sell |
12,416
-7,345
| -37% | -$287K | 0.06% | 181 |
|
|
2016
Q3 | $776K | Sell |
19,761
-920
| -4% | -$37.5K | 0.11% | 150 |
|
|
2016
Q2 | $846K | Sell |
20,681
-4,850
| -19% | -$194K | 0.12% | 138 |
|
|
2016
Q1 | $1.04M | Buy |
25,531
+160
| +0.6% | +$5.92K | 0.16% | 128 |
|
|
2015
Q4 | $927K | Sell |
25,371
-12,908
| -34% | -$493K | 0.14% | 134 |
|
|
2015
Q3 | $1.38M | Sell |
38,279
-16,716
| -30% | -$643K | 0.22% | 112 |
|
|
2015
Q2 | $2.22M | Sell |
54,995
-37,890
| -41% | -$1.64M | 0.33% | 86 |
|
|
2015
Q1 | $4.01M | Sell |
92,885
-22,553
| -20% | -$977K | 0.59% | 50 |
|
|
2014
Q4 | $5.19M | Sell |
115,438
-2,990
| -3% | -$122K | 0.76% | 40 |
|
|
2014
Q3 | $4.53M | Buy |
118,428
+5,785
| +5% | +$234K | 0.69% | 33 |
|
|
2014
Q2 | $4.57M | Buy |
112,643
+26,650
| +31% | +$1.1M | 0.71% | 36 |
|
|
2014
Q1 | $3.52M | Buy |
85,993
+3,659
| +4% | +$139K | 0.61% | 44 |
|
|
2013
Q4 | $3.15M | Buy |
82,334
+1,883
| +2% | +$64.7K | 0.58% | 49 |
|
|
2013
Q3 | $2.67M | Sell |
80,451
-674
| -0.8% | -$21.9K | 0.56% | 48 |
|
|
2013
Q2 | $2.49M | Buy |
+81,125
| New | +$2.69M | 0.59% | 47 |
|
Other funds holding ORCL
VCM
VPM
