Sargent Bickham Lagudis’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $620K | Sell |
7,579
-819
| -10% | -$66.9K | 0.05% | 164 |
|
|
2022
Q3 | $513K | Buy |
8,398
+698
| +9% | +$42.6K | 0.05% | 166 |
|
|
2022
Q2 | $538K | Buy |
7,700
+312
| +4% | +$21.8K | 0.05% | 174 |
|
|
2022
Q1 | $611K | Buy |
7,388
+360
| +5% | +$29.8K | 0.05% | 168 |
|
|
2021
Q4 | $613K | Buy |
7,028
+229
| +3% | +$20K | 0.05% | 162 |
|
|
2021
Q3 | $592K | Buy |
6,799
+3,427
| +102% | +$298K | 0.05% | 159 |
|
|
2021
Q2 | $262K | Buy |
3,372
+160
| +5% | +$12.4K | 0.02% | 227 |
|
|
2021
Q1 | $225K | Buy |
3,212
+945
| +42% | +$66.2K | 0.02% | 225 |
|
|
2020
Q4 | $147K | Sell |
2,267
-76
| -3% | -$4.93K | 0.01% | 278 |
|
|
2020
Q3 | $140K | Buy |
2,343
+33
| +1% | +$1.97K | 0.01% | 250 |
|
|
2020
Q2 | $128K | Hold |
2,310
| – | – | 0.01% | 247 |
|
|
2020
Q1 | $112K | Buy |
2,310
+30
| +1% | +$1.46K | 0.01% | 243 |
|
|
2019
Q4 | $121K | Buy |
2,280
+325
| +17% | +$17.2K | 0.01% | 259 |
|
|
2019
Q3 | $108K | Hold |
1,955
| – | – | 0.01% | 250 |
|
|
2019
Q2 | $111K | Hold |
1,955
| – | – | 0.01% | 265 |
|
|
2019
Q1 | $105K | Sell |
1,955
-196
| -9% | -$10.5K | 0.01% | 282 |
|
|
2018
Q4 | $97K | Hold |
2,151
| – | – | 0.01% | 276 |
|
|
2018
Q3 | $111K | Buy |
2,151
+996
| +86% | +$51.4K | 0.01% | 262 |
|
|
2018
Q2 | $51K | Hold |
1,155
| – | – | 0.01% | 354 |
|
|
2018
Q1 | $53K | Sell |
1,155
-78
| -6% | -$3.58K | 0.01% | 353 |
|
|
2017
Q4 | $58K | Hold |
1,233
| – | – | 0.01% | 352 |
|
|
2017
Q3 | $60K | Sell |
1,233
-98
| -7% | -$4.77K | 0.01% | 345 |
|
|
2017
Q2 | $67K | Buy |
1,331
+103
| +8% | +$5.19K | 0.01% | 314 |
|
|
2017
Q1 | $55K | Buy |
1,228
+78
| +7% | +$3.49K | 0.01% | 346 |
|
|
2016
Q4 | $44K | Buy |
1,150
+800
| +229% | +$30.6K | 0.01% | 361 |
|
|
2016
Q3 | $45 | Sell |
350
-2,574
| -88% | -$331 | 0.01% | 365 |
|
|
2016
Q2 | $120K | Buy |
2,924
+725
| +33% | +$29.8K | 0.02% | 249 |
|
|
2016
Q1 | $90K | Buy |
+2,199
| New | +$90K | 0.01% | 286 |
|