Capital Advisory Group Advisory Services’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,324
| Closed | -$75K | – | 397 |
|
2022
Q1 | $75K | Buy |
+1,324
| New | +$75K | 0.03% | 222 |
|
2021
Q4 | – | Sell |
-524
| Closed | -$15K | – | 390 |
|
2021
Q3 | $15K | Hold |
524
| – | – | 0.01% | 362 |
|
2021
Q2 | $16K | Hold |
524
| – | – | 0.01% | 356 |
|
2021
Q1 | $14K | Hold |
524
| – | – | 0.01% | 354 |
|
2020
Q4 | $9K | Hold |
524
| – | – | ﹤0.01% | 375 |
|
2020
Q3 | $5K | Hold |
524
| – | – | ﹤0.01% | 388 |
|
2020
Q2 | $10K | Hold |
524
| – | – | 0.01% | 305 |
|
2020
Q1 | $6K | Buy |
+524
| New | +$6K | 0.01% | 288 |
|
2019
Q4 | – | Sell |
-524
| Closed | -$23K | – | 345 |
|
2019
Q3 | $23K | Hold |
524
| – | – | 0.02% | 199 |
|
2019
Q2 | $26K | Hold |
524
| – | – | 0.02% | 196 |
|
2019
Q1 | $35K | Hold |
524
| – | – | 0.03% | 168 |
|
2018
Q4 | $32K | Hold |
524
| – | – | 0.02% | 168 |
|
2018
Q3 | $43K | Hold |
524
| – | – | 0.03% | 147 |
|
2018
Q2 | $44K | Buy |
524
+24
| +5% | +$2.02K | 0.03% | 138 |
|
2018
Q1 | $32K | Buy |
+500
| New | +$32K | 0.02% | 163 |
|