Bay Harbor 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 | $1.23K | Buy |
29
+10
| +53% | +$422 | ﹤0.01% | 408 |
|
|
2025
Q1 | $942 | Buy |
+19
| New | +$942 | ﹤0.01% | 306 |
|
|
2021
Q1 | – | Sell |
-75
| Closed | -$1K | – | 367 |
|
|
2020
Q4 | $1K | Hold |
75
| – | – | ﹤0.01% | 392 |
|
|
2020
Q3 | $1K | Hold |
75
| – | – | ﹤0.01% | 354 |
|
|
2020
Q2 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 320 |
|
|
2020
Q1 | – | Sell |
-3,591
| Closed | -$148K | – | 390 |
|
|
2019
Q4 | $148K | Buy |
3,591
+4
| +0.1% | +$165 | 0.08% | 104 |
|
|
2019
Q3 | $151K | Sell |
3,587
-104
| -3% | -$4.38K | 0.09% | 99 |
|
|
2019
Q2 | $186K | Sell |
3,691
-109
| -3% | -$5.49K | 0.12% | 99 |
|
|
2019
Q1 | $252K | Sell |
3,800
-116
| -3% | -$7.69K | 0.17% | 86 |
|
|
2018
Q4 | $240K | Buy |
+3,916
| New | +$240K | 0.19% | 78 |
|