Lifeworks 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 | $6.46M | Sell |
29,534
-1,926
| -6% | -$421K | 0.96% | 28 |
|
|
2025
Q1 | $4.4M | Buy |
31,460
+2,786
| +10% | +$390K | 0.73% | 38 |
|
|
2024
Q4 | $4.78M | Sell |
28,674
-9,195
| -24% | -$1.53M | 0.86% | 33 |
|
|
2024
Q3 | $6.45M | Sell |
37,869
-604
| -2% | -$103K | 1.27% | 18 |
|
|
2024
Q2 | $5.43M | Sell |
38,473
-957
| -2% | -$135K | 1.51% | 20 |
|
|
2024
Q1 | $4.95M | Buy |
39,430
+5,041
| +15% | +$633K | 1.39% | 18 |
|
|
2023
Q4 | $3.63M | Buy |
34,389
+300
| +0.9% | +$31.6K | 1.25% | 24 |
|
|
2023
Q3 | $3.61M | Sell |
34,089
-5,849
| -15% | -$620K | 1.4% | 22 |
|
|
2023
Q2 | $4.76M | Buy |
39,938
+3,956
| +11% | +$471K | 2.03% | 10 |
|
|
2023
Q1 | $3.34M | Sell |
35,982
-11,589
| -24% | -$1.08M | 1.58% | 16 |
|
|
2022
Q4 | $3.89M | Buy |
47,571
+1,145
| +2% | +$93.6K | 2.19% | 10 |
|
|
2022
Q3 | $3.63M | Buy |
46,426
+5,563
| +14% | +$434K | 2.06% | 12 |
|
|
2022
Q2 | $2.86M | Buy |
40,863
+6,995
| +21% | +$489K | 1.81% | 14 |
|
|
2022
Q1 | $2.8M | Buy |
33,868
+18,392
| +119% | +$1.52M | 1.85% | 13 |
|
|
2021
Q4 | $1.35M | Buy |
+15,476
| New | +$1.35M | 1.08% | 30 |
|