Lodestone Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.58M | Buy |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $645K | Buy |
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|
2024
Q4 | $769K | Sell |
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|
2024
Q3 | $796K | Sell |
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|
2024
Q2 | $669K | Sell |
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|
2024
Q1 | $598K | Sell |
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|
2023
Q4 | $505K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $573K | Sell |
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|
2023
Q1 | $449K | Sell |
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|
2022
Q4 | $400K | Buy |
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