Lumbard & Kellner’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.9M Sell
2025
Q1
$9.32M Buy
2024
Q4
$11M Sell
2024
Q3
$11.6M Buy
2024
Q2
$9.52M Buy
2022
Q4
Sell
2022
Q3
$8K Hold
2022
Q2
$9K Buy
2015
Q1
Sell
2014
Q4
$353K Hold
2014
Q3
$301K Hold
2014
Q2
$319K Buy
2014
Q1
$287K Hold
2013
Q4
$287K Buy