Lokken Investment Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Sell |
2,017
-96
| -5% | -$21K | 0.17% | 89 |
|
|
2025
Q1 | $295K | Sell |
2,113
-124
| -6% | -$17.3K | 0.12% | 103 |
|
|
2024
Q4 | $373K | Buy |
2,237
+494
| +28% | +$82.3K | 0.16% | 93 |
|
|
2024
Q3 | $297K | Buy |
1,743
+22
| +1% | +$3.75K | 0.12% | 113 |
|
|
2024
Q2 | $243K | Sell |
1,721
-6
| -0.3% | -$847 | 0.11% | 122 |
|
|
2024
Q1 | $217K | Buy |
+1,727
| New | +$217K | 0.11% | 130 |
|
|
2023
Q3 | – | Sell |
-1,718
| Closed | -$205K | – | 140 |
|
|
2023
Q2 | $205K | Buy |
+1,718
| New | +$205K | 0.13% | 120 |
|