LVM Capital Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Hold |
5,261
| – | – | 0.12% | 70 |
|
|
2025
Q1 | $736K | Sell |
5,261
-50
| -0.9% | -$7K | 0.08% | 88 |
|
|
2024
Q4 | $885K | Sell |
5,311
-423
| -7% | -$70.5K | 0.1% | 78 |
|
|
2024
Q3 | $810K | Hold |
5,734
| – | – | 0.09% | 79 |
|
|
2024
Q2 | $810K | Buy |
5,734
+823
| +17% | +$116K | 0.09% | 79 |
|
|
2024
Q1 | $617K | Sell |
4,911
-1,075
| -18% | -$135K | 0.07% | 96 |
|
|
2023
Q4 | $631K | Buy |
5,986
+200
| +3% | +$21.1K | 0.08% | 92 |
|
|
2023
Q3 | $613K | Hold |
5,786
| – | – | 0.09% | 89 |
|
|
2023
Q2 | $689K | Hold |
5,786
| – | – | 0.09% | 85 |
|
|
2023
Q1 | $538K | Buy |
5,786
+900
| +18% | +$83.7K | 0.07% | 91 |
|
|
2022
Q4 | $399K | Hold |
4,886
| – | – | 0.06% | 99 |
|
|
2022
Q3 | $298K | Sell |
4,886
-625
| -11% | -$38.1K | 0.05% | 105 |
|
|
2022
Q2 | $385K | Hold |
5,511
| – | – | 0.06% | 99 |
|
|
2022
Q1 | $456K | Sell |
5,511
-175
| -3% | -$14.5K | 0.06% | 99 |
|
|
2021
Q4 | $496K | Buy |
5,686
+50
| +0.9% | +$4.36K | 0.07% | 85 |
|
|
2021
Q3 | $491K | Hold |
5,636
| – | – | 0.07% | 85 |
|
|
2021
Q2 | $439K | Sell |
5,636
-75
| -1% | -$5.84K | 0.07% | 87 |
|
|
2021
Q1 | $401K | Sell |
5,711
-700
| -11% | -$49.2K | 0.07% | 87 |
|
|
2020
Q4 | $415K | Sell |
6,411
-150
| -2% | -$9.71K | 0.07% | 83 |
|
|
2020
Q3 | $392K | Sell |
6,561
-308
| -4% | -$18.4K | 0.08% | 76 |
|
|
2020
Q2 | $380K | Buy |
6,869
+500
| +8% | +$27.7K | 0.08% | 76 |
|
|
2020
Q1 | $308K | Buy |
6,369
+408
| +7% | +$19.7K | 0.08% | 79 |
|
|
2019
Q4 | $316K | Sell |
5,961
-490
| -8% | -$26K | 0.06% | 89 |
|
|
2019
Q3 | $355K | Buy |
6,451
+500
| +8% | +$27.5K | 0.08% | 84 |
|
|
2019
Q2 | $339K | Hold |
5,951
| – | – | 0.08% | 82 |
|
|
2019
Q1 | $320K | Sell |
5,951
-258
| -4% | -$13.9K | 0.07% | 87 |
|
|
2018
Q4 | $280K | Sell |
6,209
-350
| -5% | -$15.8K | 0.07% | 88 |
|
|
2018
Q3 | $338K | Sell |
6,559
-1,000
| -13% | -$51.5K | 0.08% | 91 |
|
|
2018
Q2 | $333K | Sell |
7,559
-50
| -0.7% | -$2.2K | 0.08% | 85 |
|
|
2018
Q1 | $348K | Sell |
7,609
-300
| -4% | -$13.7K | 0.08% | 83 |
|
|
2017
Q4 | $374K | Sell |
7,909
-800
| -9% | -$37.8K | 0.08% | 81 |
|
|
2017
Q3 | $421K | Buy |
8,709
+259
| +3% | +$12.5K | 0.1% | 74 |
|
|
2017
Q2 | $424K | Buy |
8,450
+900
| +12% | +$45.2K | 0.11% | 73 |
|
|
2017
Q1 | $337K | Hold |
7,550
| – | – | 0.09% | 83 |
|
|
2016
Q4 | $290K | Sell |
7,550
-1,125
| -13% | -$43.2K | 0.08% | 90 |
|
|
2016
Q3 | $352K | Buy |
8,675
+625
| +8% | +$25.4K | 0.11% | 76 |
|
|
2016
Q2 | $329K | Hold |
8,050
| – | – | 0.1% | 83 |
|
|
2016
Q1 | $329K | Hold |
8,050
| – | – | 0.1% | 80 |
|
|
2015
Q4 | $294K | Sell |
8,050
-200
| -2% | -$7.3K | 0.1% | 83 |
|
|
2015
Q3 | $298K | Hold |
8,250
| – | – | 0.11% | 80 |
|
|
2015
Q2 | $332K | Hold |
8,250
| – | – | 0.11% | 79 |
|
|
2015
Q1 | $356K | Sell |
8,250
-425
| -5% | -$18.3K | 0.12% | 73 |
|
|
2014
Q4 | $390K | Hold |
8,675
| – | – | 0.13% | 70 |
|
|
2014
Q3 | $332K | Hold |
8,675
| – | – | 0.11% | 80 |
|
|
2014
Q2 | $352K | Hold |
8,675
| – | – | 0.11% | 76 |
|
|
2014
Q1 | $355K | Hold |
8,675
| – | – | 0.12% | 77 |
|
|
2013
Q4 | $332K | Hold |
8,675
| – | – | 0.12% | 84 |
|
|
2013
Q3 | $288K | Sell |
8,675
-700
| -7% | -$23.2K | 0.11% | 87 |
|
|
2013
Q2 | $288K | Buy |
+9,375
| New | +$288K | 0.11% | 92 |
|