Lokken Investment Group’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
$770K Buy
2025
Q2
$441K Sell
2025
Q1
$295K Sell
2024
Q4
$373K Buy
2024
Q3
$297K Buy
2024
Q2
$243K Sell
2024
Q1
$217K Buy
2023
Q3
Sell
2023
Q2
$205K Buy