Lorne Steinberg Wealth Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Buy
+1,275
New +$279K 0.07% 65
2025
Q1
Sell
-1,275
Closed -$212K 71
2024
Q4
$212K Hold
1,275
0.06% 68
2024
Q3
$217K Buy
+1,275
New +$217K 0.06% 68