Lido 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 | $50.5M | Buy |
231,050
+17,277
| +8% | +$3.78M | 0.2% | 65 |
|
|
2025
Q1 | $29.9M | Buy |
213,773
+79,716
| +59% | +$11.1M | 0.13% | 87 |
|
|
2024
Q4 | $22.3M | Buy |
134,057
+16,840
| +14% | +$2.81M | 0.1% | 114 |
|
|
2024
Q3 | $20M | Buy |
117,217
+3,095
| +3% | +$527K | 0.1% | 93 |
|
|
2024
Q2 | $16.1M | Buy |
114,122
+8,202
| +8% | +$1.16M | 0.09% | 111 |
|
|
2024
Q1 | $13.3M | Buy |
105,920
+7,485
| +8% | +$940K | 0.08% | 129 |
|
|
2023
Q4 | $10.4M | Buy |
98,435
+10,880
| +12% | +$1.15M | 0.07% | 141 |
|
|
2023
Q3 | $9.27M | Buy |
87,555
+8,389
| +11% | +$889K | 0.07% | 141 |
|
|
2023
Q2 | $9.43M | Buy |
79,166
+2,571
| +3% | +$306K | 0.07% | 144 |
|
|
2023
Q1 | $7.12M | Sell |
76,595
-47,784
| -38% | -$4.44M | 0.07% | 158 |
|
|
2022
Q4 | $10.2M | Buy |
124,379
+61,961
| +99% | +$5.06M | 0.12% | 85 |
|
|
2022
Q3 | $3.81M | Sell |
62,418
-18,421
| -23% | -$1.12M | 0.05% | 162 |
|
|
2022
Q2 | $5.65M | Buy |
80,839
+29,977
| +59% | +$2.09M | 0.07% | 113 |
|
|
2022
Q1 | $4.21M | Sell |
50,862
-35,430
| -41% | -$2.93M | 0.05% | 148 |
|
|
2021
Q4 | $7.59M | Buy |
86,292
+12,784
| +17% | +$1.13M | 0.08% | 113 |
|
|
2021
Q3 | $6.4M | Sell |
73,508
-15,072
| -17% | -$1.31M | 0.09% | 113 |
|
|
2021
Q2 | $6.9M | Buy |
88,580
+4,919
| +6% | +$383K | 0.1% | 107 |
|
|
2021
Q1 | $5.87M | Buy |
83,661
+20,357
| +32% | +$1.43M | 0.1% | 107 |
|
|
2020
Q4 | $4.1M | Buy |
63,304
+20,789
| +49% | +$1.34M | 0.09% | 123 |
|
|
2020
Q3 | $2.54M | Sell |
42,515
-3,245
| -7% | -$194K | 0.07% | 131 |
|
|
2020
Q2 | $2.53M | Buy |
45,760
+10,583
| +30% | +$585K | 0.08% | 123 |
|
|
2020
Q1 | $1.7M | Buy |
35,177
+4,366
| +14% | +$211K | 0.07% | 136 |
|
|
2019
Q4 | $1.63M | Sell |
30,811
-7,077
| -19% | -$375K | 0.07% | 157 |
|
|
2019
Q3 | $2.09M | Buy |
37,888
+14,423
| +61% | +$794K | 0.11% | 102 |
|
|
2019
Q2 | $1.34M | Buy |
23,465
+1,318
| +6% | +$75K | 0.08% | 127 |
|
|
2019
Q1 | $1.19M | Sell |
22,147
-3,774
| -15% | -$203K | 0.08% | 140 |
|
|
2018
Q4 | $1.17M | Buy |
25,921
+58
| +0.2% | +$2.62K | 0.12% | 101 |
|
|
2018
Q3 | $1.33M | Sell |
25,863
-76
| -0.3% | -$3.92K | 0.13% | 91 |
|
|
2018
Q2 | $1.14M | Buy |
25,939
+1,773
| +7% | +$78.1K | 0.13% | 92 |
|
|
2018
Q1 | $1.11M | Buy |
24,166
+84
| +0.3% | +$3.84K | 0.15% | 84 |
|
|
2017
Q4 | $1.14M | Buy |
24,082
+742
| +3% | +$35.1K | 0.16% | 70 |
|
|
2017
Q3 | $1.19M | Buy |
23,340
+10,886
| +87% | +$554K | 0.19% | 63 |
|
|
2017
Q2 | $624K | Sell |
12,454
-8,379
| -40% | -$420K | 0.13% | 98 |
|
|
2017
Q1 | $949K | Buy |
20,833
+15,589
| +297% | +$710K | 0.26% | 58 |
|
|
2016
Q4 | $202K | Buy |
+5,244
| New | +$202K | 0.05% | 192 |
|
|
2016
Q3 | – | Sell |
-9,650
| Closed | -$395K | – | 177 |
|
|
2016
Q2 | $395K | Sell |
9,650
-289
| -3% | -$11.8K | 0.12% | 79 |
|
|
2016
Q1 | $407K | Buy |
+9,939
| New | +$407K | 0.14% | 71 |
|