LRI Investments’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
5,223
-50
| -0.9% | -$10.9K | 0.1% | 96 |
|
|
2025
Q1 | $737K | Sell |
5,273
-217
| -4% | -$30.3K | 0.07% | 126 |
|
|
2024
Q4 | $915K | Sell |
5,490
-269
| -5% | -$44.8K | 0.09% | 88 |
|
|
2024
Q3 | $1.08M | Sell |
5,759
-63
| -1% | -$11.8K | 0.1% | 82 |
|
|
2024
Q2 | $822K | Buy |
5,822
+1,603
| +38% | +$226K | 0.09% | 77 |
|
|
2024
Q1 | $530K | Buy |
+4,219
| New | +$530K | 0.13% | 74 |
|