Lloyd Advisory Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,384
| Closed | -$994K | – | 279 |
|
|
2023
Q3 | $994K | Buy |
+9,384
| New | +$994K | 0.33% | 66 |
|
|
2022
Q2 | – | Sell |
-139
| Closed | -$12K | – | 422 |
|
|
2022
Q1 | $12K | Buy |
139
+122
| +718% | +$10.5K | 0.01% | 386 |
|
|
2021
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 401 |
|
|
2021
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 371 |
|
|
2021
Q2 | $1K | Sell |
17
-205
| -92% | -$12.1K | ﹤0.01% | 383 |
|
|
2021
Q1 | $16K | Buy |
+222
| New | +$16K | 0.01% | 225 |
|
|
2020
Q1 | – | Sell |
-500
| Closed | -$26K | – | 366 |
|
|
2019
Q4 | $26K | Buy |
+500
| New | +$26K | 0.02% | 175 |
|