Carson Advisory’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,515
| Closed | -$439K | – | 176 |
|
|
2024
Q3 | $439K | Sell |
8,515
-2,947
| -26% | -$152K | 0.28% | 88 |
|
|
2024
Q2 | $722K | Buy |
11,462
+310
| +3% | +$19.5K | 0.51% | 61 |
|
|
2024
Q1 | $725K | Hold |
11,152
| – | – | 0.51% | 59 |
|
|
2023
Q4 | $666K | Hold |
11,152
| – | – | 0.52% | 61 |
|
|
2023
Q3 | $724K | Sell |
11,152
-700
| -6% | -$45.4K | 0.63% | 48 |
|
|
2023
Q2 | $697K | Sell |
11,852
-1,600
| -12% | -$94.1K | 0.59% | 52 |
|
|
2023
Q1 | $840K | Buy |
+13,452
| New | +$840K | 0.75% | 38 |
|