LGT Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.6K | Buy |
+149
| New | +$32.6K | 0.08% | 125 |
|
|
2025
Q1 | – | Sell |
-1,200
| Closed | -$200K | – | 603 |
|
|
2024
Q4 | $200K | Buy |
+1,200
| New | +$200K | 0.44% | 41 |
|
|
2024
Q1 | – | Sell |
-41
| Closed | -$4.32K | – | 837 |
|
|
2023
Q4 | $4.32K | Hold |
41
| – | – | 0.01% | 664 |
|
|
2023
Q3 | $4.34K | Buy |
+41
| New | +$4.34K | 0.01% | 652 |
|