AllSquare Wealth Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-49
| Closed | -$2.42K | – | 543 |
|
|
2025
Q1 | $2.42K | Buy |
+49
| New | +$2.42K | ﹤0.01% | 463 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 464 |
|
|
2019
Q3 | – | Sell |
-605
| Closed | -$30K | – | 467 |
|
|
2019
Q2 | $30K | Buy |
605
+149
| +33% | +$7.39K | 0.02% | 239 |
|
|
2019
Q1 | $30K | Sell |
456
-172
| -27% | -$11.3K | 0.02% | 239 |
|
|
2018
Q4 | $39K | Buy |
628
+145
| +30% | +$9.01K | 0.03% | 197 |
|
|
2018
Q3 | $40K | Hold |
483
| – | – | 0.03% | 194 |
|
|
2018
Q2 | $40K | Buy |
+483
| New | +$40K | 0.03% | 197 |
|
|
2015
Q4 | – | Sell |
-323
| Closed | -$21K | – | 318 |
|
|
2015
Q3 | $21K | Hold |
323
| – | – | 0.02% | 163 |
|
|
2015
Q2 | $25K | Hold |
323
| – | – | 0.02% | 158 |
|
|
2015
Q1 | $24K | Hold |
323
| – | – | 0.02% | 159 |
|
|
2014
Q4 | $26K | Buy |
+323
| New | +$26K | 0.03% | 158 |
|