LRIA
Leonard Rickey Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $893K | Buy |
4,083
+74
| +2% | +$16.2K | 0.18% | 47 |
|
|
2025
Q1 | $540K | Sell |
4,009
-1,023
| -20% | -$138K | 0.12% | 55 |
|
|
2024
Q4 | $839K | Buy |
5,032
+122
| +2% | +$20.3K | 0.19% | 47 |
|
|
2024
Q3 | $837K | Buy |
4,910
+107
| +2% | +$18.2K | 0.19% | 47 |
|
|
2024
Q2 | $678K | Buy |
4,803
+1,007
| +27% | +$142K | 0.16% | 49 |
|
|
2024
Q1 | $477K | Buy |
3,796
+211
| +6% | +$26.5K | 0.12% | 53 |
|
|
2023
Q4 | $378K | Buy |
3,585
+50
| +1% | +$5.27K | 0.11% | 54 |
|
|
2023
Q3 | $374K | Buy |
3,535
+147
| +4% | +$15.6K | 0.12% | 54 |
|
|
2023
Q2 | $403K | Sell |
3,388
-456
| -12% | -$54.3K | 0.15% | 49 |
|
|
2023
Q1 | $357K | Buy |
3,844
+347
| +10% | +$32.2K | 0.14% | 49 |
|
|
2022
Q4 | $286K | Buy |
+3,497
| New | +$286K | 0.12% | 51 |
|
|
2022
Q1 | – | Sell |
-2,404
| Closed | -$210K | – | 74 |
|
|
2021
Q4 | $210K | Sell |
2,404
-566
| -19% | -$49.4K | 0.08% | 71 |
|
|
2021
Q3 | $259K | Buy |
2,970
+79
| +3% | +$6.89K | 0.11% | 60 |
|
|
2021
Q2 | $262K | Buy |
+2,891
| New | +$262K | 0.11% | 59 |
|