Archford Capital Strategies’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-862
| Closed | -$43K | – | 429 |
|
|
2019
Q2 | $43K | Hold |
862
| – | – | 0.02% | 290 |
|
|
2019
Q1 | $57K | Hold |
862
| – | – | 0.02% | 271 |
|
|
2018
Q4 | $53K | Sell |
862
-206
| -19% | -$12.7K | 0.02% | 261 |
|
|
2018
Q3 | $88K | Sell |
1,068
-245
| -19% | -$20.2K | 0.03% | 257 |
|
|
2018
Q2 | $110K | Sell |
1,313
-8,831
| -87% | -$740K | 0.04% | 241 |
|
|
2018
Q1 | $754K | Buy |
10,144
+54
| +0.5% | +$4.01K | 0.31% | 100 |
|
|
2017
Q4 | $743K | Buy |
10,090
+716
| +8% | +$52.7K | 0.28% | 120 |
|
|
2017
Q3 | $602K | Buy |
9,374
+8
| +0.1% | +$514 | 0.23% | 132 |
|
|
2017
Q2 | $561K | Buy |
9,366
+491
| +6% | +$29.4K | 0.22% | 136 |
|
|
2017
Q1 | $562K | Buy |
8,875
+911
| +11% | +$57.7K | 0.21% | 143 |
|
|
2016
Q4 | $566K | Buy |
7,964
+753
| +10% | +$53.5K | 0.24% | 127 |
|
|
2016
Q3 | $525K | Buy |
7,211
+907
| +14% | +$66K | 0.22% | 141 |
|
|
2016
Q2 | $476K | Buy |
6,304
+1,374
| +28% | +$104K | 0.25% | 115 |
|
|
2016
Q1 | $337K | Buy |
4,930
+3,488
| +242% | +$239K | 0.16% | 146 |
|
|
2015
Q4 | $98K | Sell |
1,442
-3,061
| -68% | -$208K | 0.04% | 204 |
|
|
2015
Q3 | $297K | Buy |
4,503
+20
| +0.4% | +$1.32K | 0.22% | 96 |
|
|
2015
Q2 | $348K | Sell |
4,483
-1,093
| -20% | -$84.8K | 0.25% | 94 |
|
|
2015
Q1 | $406K | Buy |
5,576
+1,897
| +52% | +$138K | 0.28% | 91 |
|
|
2014
Q4 | $296K | Sell |
3,679
-417
| -10% | -$33.6K | 0.22% | 106 |
|
|
2014
Q3 | $377K | Sell |
4,096
-240
| -6% | -$22.1K | 0.3% | 96 |
|
|
2014
Q2 | $426K | Sell |
4,336
-462
| -10% | -$45.4K | 0.33% | 89 |
|
|
2014
Q1 | $438K | Buy |
+4,798
| New | +$438K | 0.37% | 85 |
|