Allworth Financial’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 | $1.19M | Sell |
28,333
-1,653
| -6% | -$69.4K | 0.01% | 593 |
|
|
2025
Q1 | $1.21M | Buy |
29,986
+19,315
| +181% | +$780K | 0.01% | 487 |
|
|
2024
Q4 | $536K | Buy |
10,671
+5,620
| +111% | +$282K | ﹤0.01% | 669 |
|
|
2024
Q3 | $260K | Sell |
5,051
-168
| -3% | -$8.66K | ﹤0.01% | 736 |
|
|
2024
Q2 | $329K | Buy |
5,219
+878
| +20% | +$55.4K | ﹤0.01% | 666 |
|
|
2024
Q1 | $282K | Sell |
4,341
-1,245
| -22% | -$80.9K | ﹤0.01% | 684 |
|
|
2023
Q4 | $334K | Sell |
5,586
-2,885
| -34% | -$172K | ﹤0.01% | 622 |
|
|
2023
Q3 | $550K | Buy |
8,471
+4,509
| +114% | +$293K | ﹤0.01% | 466 |
|
|
2023
Q2 | $233K | Buy |
3,962
+22
| +0.6% | +$1.29K | ﹤0.01% | 661 |
|
|
2023
Q1 | $246K | Buy |
3,940
+204
| +5% | +$12.7K | ﹤0.01% | 612 |
|
|
2022
Q4 | $235K | Buy |
3,736
+394
| +12% | +$24.8K | ﹤0.01% | 597 |
|
|
2022
Q3 | $205K | Buy |
3,342
+149
| +5% | +$9.14K | ﹤0.01% | 588 |
|
|
2022
Q2 | $188K | Buy |
3,193
+1,328
| +71% | +$78.2K | ﹤0.01% | 565 |
|
|
2022
Q1 | $106K | Sell |
1,865
-1,521
| -45% | -$86.4K | ﹤0.01% | 713 |
|
|
2021
Q4 | $98K | Sell |
3,386
-4,961
| -59% | -$144K | ﹤0.01% | 685 |
|
|
2021
Q3 | $247K | Buy |
8,347
+2
| +0% | +$59 | ﹤0.01% | 429 |
|
|
2021
Q2 | $261K | Sell |
8,345
-645
| -7% | -$20.2K | ﹤0.01% | 334 |
|
|
2021
Q1 | $239K | Buy |
8,990
+283
| +3% | +$7.52K | ﹤0.01% | 333 |
|
|
2020
Q4 | $151K | Sell |
8,707
-492
| -5% | -$8.53K | ﹤0.01% | 313 |
|
|
2020
Q3 | $92K | Buy |
9,199
+5,020
| +120% | +$50.2K | ﹤0.01% | 340 |
|
|
2020
Q2 | $76K | Buy |
4,179
+345
| +9% | +$6.27K | ﹤0.01% | 357 |
|
|
2020
Q1 | $44K | Buy |
3,834
+2,678
| +232% | +$30.7K | ﹤0.01% | 424 |
|
|
2019
Q4 | $48K | Buy |
1,156
+88
| +8% | +$3.65K | ﹤0.01% | 373 |
|
|
2019
Q3 | $48K | Buy |
1,068
+166
| +18% | +$7.46K | ﹤0.01% | 331 |
|
|
2019
Q2 | $45K | Buy |
902
+395
| +78% | +$19.7K | ﹤0.01% | 339 |
|
|
2019
Q1 | $34K | Sell |
507
-331
| -39% | -$22.2K | ﹤0.01% | 375 |
|
|
2018
Q4 | $51K | Sell |
838
-33
| -4% | -$2.01K | ﹤0.01% | 272 |
|
|
2018
Q3 | $72K | Buy |
871
+5
| +0.6% | +$413 | ﹤0.01% | 248 |
|
|
2018
Q2 | $72K | Buy |
866
+40
| +5% | +$3.33K | ﹤0.01% | 233 |
|
|
2018
Q1 | $54K | Buy |
826
+4
| +0.5% | +$262 | ﹤0.01% | 242 |
|
|
2017
Q4 | $61K | Buy |
822
+5
| +0.6% | +$371 | ﹤0.01% | 221 |
|
|
2017
Q3 | $52K | Buy |
817
+4
| +0.5% | +$255 | ﹤0.01% | 236 |
|
|
2017
Q2 | $49K | Sell |
813
-15
| -2% | -$904 | ﹤0.01% | 254 |
|
|
2017
Q1 | $52K | Sell |
828
-119
| -13% | -$7.47K | ﹤0.01% | 227 |
|
|
2016
Q4 | $67K | Buy |
947
+151
| +19% | +$10.7K | 0.01% | 191 |
|
|
2016
Q3 | $58K | Buy |
796
+4
| +0.5% | +$291 | 0.01% | 200 |
|
|
2016
Q2 | $60K | Sell |
792
-230
| -23% | -$17.4K | 0.01% | 192 |
|
|
2016
Q1 | $70K | Buy |
1,022
+2
| +0.2% | +$137 | 0.01% | 185 |
|
|
2015
Q4 | $69K | Buy |
1,020
+3
| +0.3% | +$203 | 0.01% | 181 |
|
|
2015
Q3 | $67K | Buy |
1,017
+335
| +49% | +$22.1K | 0.02% | 178 |
|
|
2015
Q2 | $53K | Buy |
682
+343
| +101% | +$26.7K | 0.02% | 204 |
|
|
2015
Q1 | $25K | Buy |
+339
| New | +$25K | 0.01% | 276 |
|