LK
Lumbard & Kellner’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.9M | Sell |
31,565
-35,070
| -53% | -$7.67M | 3.01% | 9 |
|
|
2025
Q1 | $9.32M | Buy |
66,635
+623
| +0.9% | +$87.1K | 4.11% | 1 |
|
|
2024
Q4 | $11M | Sell |
66,012
-2,312
| -3% | -$385K | 4.73% | 2 |
|
|
2024
Q3 | $11.6M | Buy |
68,324
+871
| +1% | +$148K | 5.13% | 1 |
|
|
2024
Q2 | $9.52M | Buy |
+67,453
| New | +$9.52M | 4.5% | 1 |
|
|
2022
Q4 | – | Sell |
-126
| Closed | -$8K | – | 90 |
|
|
2022
Q3 | $8K | Hold |
126
| – | – | ﹤0.01% | 84 |
|
|
2022
Q2 | $9K | Buy |
+126
| New | +$9K | ﹤0.01% | 80 |
|
|
2015
Q1 | – | Sell |
-7,852
| Closed | -$353K | – | 90 |
|
|
2014
Q4 | $353K | Hold |
7,852
| – | – | 0.25% | 61 |
|
|
2014
Q3 | $301K | Hold |
7,852
| – | – | 0.21% | 66 |
|
|
2014
Q2 | $319K | Buy |
7,852
+352
| +5% | +$14.3K | 0.23% | 65 |
|
|
2014
Q1 | $287K | Hold |
7,500
| – | – | 0.25% | 61 |
|
|
2013
Q4 | $287K | Buy |
+7,500
| New | +$287K | 0.25% | 61 |
|