LOPW
Live Oak Private Wealth’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
50,920
-10,513
| -17% | -$2.3M | 1.66% | 15 |
|
|
2025
Q1 | $8.59M | Buy |
61,433
+9,390
| +18% | +$1.31M | 1.39% | 25 |
|
|
2024
Q4 | $8.67M | Sell |
52,043
-1,023
| -2% | -$170K | 1.46% | 21 |
|
|
2024
Q3 | $9.04M | Buy |
53,066
+6,915
| +15% | +$1.18M | 1.47% | 22 |
|
|
2024
Q2 | $6.52M | Buy |
46,151
+680
| +1% | +$96K | 1.12% | 32 |
|
|
2024
Q1 | $5.71M | Buy |
45,471
+1,087
| +2% | +$137K | 0.99% | 42 |
|
|
2023
Q4 | $4.68M | Buy |
+44,384
| New | +$4.68M | 0.88% | 46 |
|