Lourd Capital’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $574K | Buy |
10,067
+302
| +3% | +$17.2K | 0.05% | 55 |
|
|
2019
Q1 | $524K | Sell |
9,765
-3,822
| -28% | -$205K | 0.05% | 58 |
|
|
2018
Q4 | $613K | Buy |
13,587
+110
| +0.8% | +$4.96K | 0.05% | 99 |
|
|
2018
Q3 | $695K | Buy |
13,477
+314
| +2% | +$16.2K | 0.05% | 92 |
|
|
2018
Q2 | $580K | Sell |
13,163
-283
| -2% | -$12.5K | 0.08% | 73 |
|
|
2018
Q1 | $615K | Sell |
13,446
-781
| -5% | -$35.7K | 0.08% | 78 |
|
|
2017
Q4 | $673K | Buy |
14,227
+4,627
| +48% | +$219K | 0.04% | 117 |
|
|
2017
Q3 | $464K | Sell |
9,600
-71
| -0.7% | -$3.43K | 0.04% | 66 |
|
|
2017
Q2 | $485K | Buy |
9,671
+673
| +7% | +$33.8K | 0.05% | 61 |
|
|
2017
Q1 | $401K | Buy |
8,998
+175
| +2% | +$7.8K | 0.04% | 69 |
|
|
2016
Q4 | $339K | Buy |
8,823
+2,255
| +34% | +$86.6K | 0.03% | 67 |
|
|
2016
Q3 | $258K | Sell |
6,568
-1,286
| -16% | -$50.5K | 0.03% | 85 |
|
|
2016
Q2 | $321K | Buy |
7,854
+92
| +1% | +$3.76K | 0.09% | 76 |
|
|
2016
Q1 | $318K | Buy |
7,762
+1,374
| +22% | +$56.3K | 0.03% | 81 |
|
|
2015
Q4 | $233K | Buy |
+6,388
| New | +$233K | 0.02% | 107 |
|
|
2015
Q3 | – | Sell |
-5,655
| Closed | -$228K | – | 114 |
|
|
2015
Q2 | $228K | Buy |
5,655
+377
| +7% | +$15.2K | 0.02% | 113 |
|
|
2015
Q1 | $228K | Sell |
5,278
-7,500
| -59% | -$324K | 0.02% | 116 |
|
|
2014
Q4 | $575K | Buy |
12,778
+409
| +3% | +$18.4K | 0.05% | 56 |
|
|
2014
Q3 | $473K | Buy |
12,369
+845
| +7% | +$32.3K | 0.05% | 60 |
|
|
2014
Q2 | $467K | Buy |
11,524
+95
| +0.8% | +$3.85K | 0.05% | 64 |
|
|
2014
Q1 | $468K | Buy |
+11,429
| New | +$468K | 0.05% | 61 |
|