LFA
Legend Financial Advisors’s Oracle ORCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $34.3K | Buy |
+157
| New | +$34.3K | 0.02% | 67 |
|
2025
Q1 | – | Sell |
-157
| Closed | -$26.2K | – | 181 |
|
2024
Q4 | $26.2K | Hold |
157
| – | – | 0.02% | 76 |
|
2024
Q3 | $26.8K | Hold |
157
| – | – | 0.02% | 69 |
|
2024
Q2 | $22.2K | Sell |
157
-32
| -17% | -$4.52K | 0.02% | 93 |
|
2024
Q1 | $23.7K | Buy |
189
+125
| +195% | +$15.7K | 0.02% | 84 |
|
2023
Q4 | $6.75K | Buy |
+64
| New | +$6.75K | 0.01% | 140 |
|
2023
Q3 | – | Sell |
-186
| Closed | -$22.2K | – | 210 |
|
2023
Q2 | $22.2K | Hold |
186
| – | – | 0.02% | 95 |
|
2023
Q1 | $17.3K | Sell |
186
-299
| -62% | -$27.8K | 0.01% | 110 |
|
2022
Q4 | $39.6K | Buy |
485
+279
| +135% | +$22.8K | 0.03% | 77 |
|
2022
Q3 | $12.6K | Buy |
+206
| New | +$12.6K | 0.01% | 131 |
|