MLL
Moody Lynn & Lieberson’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.5M | Buy |
34,307
+9,738
| +40% | +$2.13M | 0.43% | 43 |
|
|
2025
Q1 | $3.43M | Sell |
24,569
-1,683
| -6% | -$235K | 0.22% | 63 |
|
|
2024
Q4 | $4.37M | Buy |
26,252
+15,020
| +134% | +$2.5M | 0.27% | 55 |
|
|
2024
Q3 | $1.91M | Buy |
11,232
+214
| +2% | +$36.5K | 0.12% | 91 |
|
|
2024
Q2 | $1.56M | Sell |
11,018
-35,098
| -76% | -$4.96M | 0.1% | 94 |
|
|
2024
Q1 | $5.79M | Buy |
46,116
+17,897
| +63% | +$2.25M | 0.39% | 48 |
|
|
2023
Q4 | $2.98M | Sell |
28,219
-25,267
| -47% | -$2.66M | 0.23% | 76 |
|
|
2023
Q3 | $5.67M | Sell |
53,486
-3,634
| -6% | -$385K | 0.49% | 46 |
|
|
2023
Q2 | $6.8M | Buy |
57,120
+83
| +0.1% | +$9.88K | 0.55% | 46 |
|
|
2023
Q1 | $5.3M | Buy |
57,037
+25,730
| +82% | +$2.39M | 0.48% | 51 |
|
|
2022
Q4 | $2.56M | Buy |
31,307
+22,061
| +239% | +$1.8M | 0.23% | 75 |
|
|
2022
Q3 | $565K | Sell |
9,246
-100
| -1% | -$6.11K | 0.05% | 134 |
|
|
2022
Q2 | $653K | Sell |
9,346
-700
| -7% | -$48.9K | 0.06% | 131 |
|
|
2022
Q1 | $831K | Sell |
10,046
-68,150
| -87% | -$5.64M | 0.06% | 122 |
|
|
2021
Q4 | $6.82M | Buy |
78,196
+15,918
| +26% | +$1.39M | 0.46% | 54 |
|
|
2021
Q3 | $5.43M | Buy |
62,278
+41,115
| +194% | +$3.58M | 0.41% | 60 |
|
|
2021
Q2 | $1.65M | Buy |
+21,163
| New | +$1.65M | 0.12% | 93 |
|
|
2018
Q2 | – | Sell |
-5,575
| Closed | -$255K | – | 212 |
|
|
2018
Q1 | $255K | Hold |
5,575
| – | – | 0.03% | 187 |
|
|
2017
Q4 | $284K | Hold |
5,575
| – | – | 0.03% | 194 |
|
|
2017
Q3 | $270K | Buy |
5,575
+500
| +10% | +$24.2K | 0.03% | 193 |
|
|
2017
Q2 | $254K | Buy |
+5,075
| New | +$254K | 0.03% | 198 |
|