Aldebaran Financial’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-5,363
| Closed | -$338K | – | 81 |
|
2022
Q4 | $338K | Sell |
5,363
-850
| -14% | -$53.5K | 0.36% | 61 |
|
2022
Q3 | $398K | Buy |
6,213
+1,940
| +45% | +$124K | 0.44% | 58 |
|
2022
Q2 | $246K | Buy |
+4,273
| New | +$246K | 0.26% | 68 |
|
2015
Q1 | – | Sell |
-4,948
| Closed | -$398K | – | 113 |
|
2014
Q4 | $398K | Sell |
4,948
-4,018
| -45% | -$323K | 0.35% | 80 |
|
2014
Q3 | $826K | Sell |
8,966
-1,070
| -11% | -$98.6K | 0.74% | 47 |
|
2014
Q2 | $987K | Buy |
10,036
+616
| +7% | +$60.6K | 0.78% | 46 |
|
2014
Q1 | $860K | Buy |
9,420
+1,226
| +15% | +$112K | 0.75% | 50 |
|
2013
Q4 | $747K | Buy |
+8,194
| New | +$747K | 0.71% | 49 |
|