LAM
Lountzis Asset Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Hold |
90,341
| – | – | 6.95% | 4 |
|
|
2025
Q1 | $12.7M | Buy |
90,341
+29,786
| +49% | +$4.17M | 4.78% | 7 |
|
|
2024
Q4 | $10.1M | Sell |
60,555
-391
| -0.6% | -$65.2K | 4.27% | 8 |
|
|
2024
Q3 | $10.4M | Sell |
60,946
-65
| -0.1% | -$11.1K | 4.32% | 8 |
|
|
2024
Q2 | $8.61M | Hold |
61,011
| – | – | 4.03% | 8 |
|
|
2024
Q1 | $7.66M | Hold |
61,011
| – | – | 3.63% | 8 |
|
|
2023
Q4 | $6.43M | Sell |
61,011
-524
| -0.9% | -$55.2K | 3.51% | 11 |
|
|
2023
Q3 | $6.52M | Hold |
61,535
| – | – | 3.64% | 11 |
|
|
2023
Q2 | $7.11M | Sell |
61,535
-1,837
| -3% | -$212K | 3.93% | 10 |
|
|
2023
Q1 | $5.89M | Hold |
63,372
| – | – | 3.49% | 11 |
|
|
2022
Q4 | $5.61M | Sell |
63,372
-1,629
| -3% | -$144K | 3.37% | 11 |
|
|
2022
Q3 | $3.97M | Sell |
65,001
-160
| -0.2% | -$9.77K | 2.69% | 14 |
|
|
2022
Q2 | $4.55M | Hold |
65,161
| – | – | 3.05% | 11 |
|
|
2022
Q1 | $5.39M | Sell |
65,161
-30
| -0% | -$2.48K | 2.99% | 12 |
|
|
2021
Q4 | $5.69M | Hold |
65,191
| – | – | 3.25% | 11 |
|
|
2021
Q3 | $5.68M | Sell |
65,191
-1
| -0% | -$87 | 3.54% | 10 |
|
|
2021
Q2 | $5.07M | Sell |
65,192
-20
| -0% | -$1.56K | 3.09% | 10 |
|
|
2021
Q1 | $4.58M | Sell |
65,212
-504
| -0.8% | -$35.4K | 3.05% | 11 |
|
|
2020
Q4 | $4.25M | Hold |
65,716
| – | – | 3.12% | 10 |
|
|
2020
Q3 | $3.92M | Hold |
65,716
| – | – | 3.38% | 9 |
|
|
2020
Q2 | $3.63M | Buy |
+65,716
| New | +$3.63M | 3.44% | 10 |
|