Alan B. Lancz & Associates’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,760
| Closed | -$245K | – | 138 |
|
|
2024
Q3 | $245K | Hold |
4,760
| – | – | 0.23% | 115 |
|
|
2024
Q2 | $300K | Buy |
+4,760
| New | +$300K | 0.3% | 94 |
|
|
2023
Q4 | $302K | Hold |
5,060
| – | – | 0.32% | 93 |
|
|
2023
Q3 | $328K | Hold |
5,060
| – | – | 0.37% | 82 |
|
|
2023
Q2 | $298K | Hold |
5,060
| – | – | 0.32% | 99 |
|
|
2023
Q1 | $316K | Hold |
5,060
| – | – | 0.33% | 94 |
|
|
2022
Q4 | $330K | Hold |
5,060
| – | – | 0.33% | 93 |
|
|
2022
Q3 | $311K | Hold |
5,060
| – | – | 0.37% | 87 |
|
|
2022
Q2 | $333K | Sell |
5,060
-300
| -6% | -$19.7K | 0.33% | 89 |
|
|
2022
Q1 | $304K | Buy |
+5,360
| New | +$304K | 0.27% | 103 |
|