Bogart Wealth LLC’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 | $333K | Buy |
7,925
+7,910
| +52,733% | +$332K | 0.01% | 187 |
|
|
2025
Q1 | $762 | Hold |
15
| – | – | ﹤0.01% | 1202 |
|
|
2024
Q4 | $759 | Sell |
15
-100
| -87% | -$5.06K | ﹤0.01% | 1228 |
|
|
2024
Q3 | $5.94K | Sell |
115
-681
| -86% | -$35.2K | ﹤0.01% | 798 |
|
|
2024
Q2 | $50.2K | Buy |
796
+481
| +153% | +$30.3K | ﹤0.01% | 407 |
|
|
2024
Q1 | $20.5K | Hold |
315
| – | – | ﹤0.01% | 512 |
|
|
2023
Q4 | $18.8K | Buy |
315
+200
| +174% | +$11.9K | ﹤0.01% | 515 |
|
|
2023
Q3 | $7.47K | Sell |
115
-40
| -26% | -$2.6K | ﹤0.01% | 650 |
|
|
2023
Q2 | $9.12K | Sell |
155
-460
| -75% | -$27.1K | ﹤0.01% | 603 |
|
|
2023
Q1 | $38.4K | Buy |
615
+500
| +435% | +$31.2K | ﹤0.01% | 358 |
|
|
2022
Q4 | $7.24K | Hold |
115
| – | – | ﹤0.01% | 604 |
|
|
2022
Q3 | $7K | Sell |
115
-394
| -77% | -$24K | ﹤0.01% | 638 |
|
|
2022
Q2 | $30K | Buy |
509
+395
| +346% | +$23.3K | ﹤0.01% | 366 |
|
|
2022
Q1 | $7K | Sell |
114
-101
| -47% | -$6.2K | ﹤0.01% | 537 |
|
|
2021
Q4 | $6K | Sell |
215
-596
| -73% | -$16.6K | ﹤0.01% | 541 |
|
|
2021
Q3 | $24K | Buy |
811
+1
| +0.1% | +$30 | ﹤0.01% | 336 |
|
|
2021
Q2 | $25K | Sell |
810
-201
| -20% | -$6.2K | ﹤0.01% | 316 |
|
|
2021
Q1 | $27K | Sell |
1,011
-3
| -0.3% | -$80 | ﹤0.01% | 288 |
|
|
2020
Q4 | $17K | Hold |
1,014
| – | – | ﹤0.01% | 280 |
|
|
2020
Q3 | $10K | Sell |
1,014
-1
| -0.1% | -$10 | ﹤0.01% | 299 |
|
|
2020
Q2 | $19K | Buy |
1,015
+1
| +0.1% | +$19 | ﹤0.01% | 239 |
|
|
2020
Q1 | $12K | Buy |
+1,014
| New | +$12K | ﹤0.01% | 252 |
|
|
2019
Q4 | – | Sell |
-2,100
| Closed | -$93K | – | 402 |
|
|
2019
Q3 | $93K | Buy |
+2,100
| New | +$93K | 0.05% | 129 |
|