LDFR
Lehman & Derafelo Financial Resources’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $296K | Sell |
3,627
-100
| -3% | -$8.17K | 0.09% | 90 |
|
|
2022
Q3 | $228K | Sell |
3,727
-700
| -16% | -$42.8K | 0.07% | 87 |
|
|
2022
Q2 | $309K | Hold |
4,427
| – | – | 0.1% | 78 |
|
|
2022
Q1 | $366K | Buy |
4,427
+800
| +22% | +$66.1K | 0.1% | 79 |
|
|
2021
Q4 | $316K | Buy |
3,627
+62
| +2% | +$5.4K | 0.1% | 78 |
|
|
2021
Q3 | $311K | Sell |
3,565
-1,900
| -35% | -$166K | 0.1% | 78 |
|
|
2021
Q2 | $425K | Sell |
5,465
-370
| -6% | -$28.8K | 0.12% | 76 |
|
|
2021
Q1 | $409K | Buy |
5,835
+800
| +16% | +$56.1K | 0.11% | 75 |
|
|
2020
Q4 | $326K | Buy |
5,035
+994
| +25% | +$64.4K | 0.1% | 81 |
|
|
2020
Q3 | $241K | Sell |
4,041
-500
| -11% | -$29.8K | 0.08% | 84 |
|
|
2020
Q2 | $251K | Sell |
4,541
-1,675
| -27% | -$92.6K | 0.09% | 78 |
|
|
2020
Q1 | $300K | Sell |
6,216
-60
| -1% | -$2.9K | 0.12% | 70 |
|
|
2019
Q4 | $333K | Buy |
6,276
+6
| +0.1% | +$318 | 0.12% | 75 |
|
|
2019
Q3 | $345K | Hold |
6,270
| – | – | 0.13% | 70 |
|
|
2019
Q2 | $372K | Buy |
6,270
+600
| +11% | +$35.6K | 0.15% | 62 |
|
|
2019
Q1 | $305K | Hold |
5,670
| – | – | 0.13% | 71 |
|
|
2018
Q4 | $256K | Buy |
+5,670
| New | +$256K | 0.13% | 71 |
|