Concord Wealth Partners’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 | $27.4K | Hold |
653
| – | – | ﹤0.01% | 425 |
|
|
2025
Q1 | $32.2K | Hold |
653
| – | – | 0.01% | 381 |
|
|
2024
Q4 | $32.3K | Hold |
653
| – | – | 0.01% | 394 |
|
|
2024
Q3 | $33.7K | Hold |
653
| – | – | 0.01% | 392 |
|
|
2024
Q2 | $41.2K | Hold |
653
| – | – | 0.01% | 333 |
|
|
2024
Q1 | $42.4K | Hold |
653
| – | – | 0.01% | 379 |
|
|
2023
Q4 | $39K | Sell |
653
-189
| -22% | -$11.3K | 0.01% | 387 |
|
|
2023
Q3 | $54.6K | Hold |
842
| – | – | 0.01% | 367 |
|
|
2023
Q2 | $49.5K | Hold |
842
| – | – | 0.01% | 368 |
|
|
2023
Q1 | $52.6K | Sell |
842
-37
| -4% | -$2.31K | 0.01% | 341 |
|
|
2022
Q4 | $55.4K | Buy |
+879
| New | +$55.4K | 0.02% | 362 |
|
|
2022
Q3 | – | Sell |
-879
| Closed | -$52K | – | 823 |
|
|
2022
Q2 | $52K | Hold |
879
| – | – | 0.01% | 368 |
|
|
2022
Q1 | $50K | Sell |
879
-201
| -19% | -$11.4K | 0.01% | 441 |
|
|
2021
Q4 | $31K | Buy |
1,080
+354
| +49% | +$10.2K | 0.01% | 551 |
|
|
2021
Q3 | $21K | Sell |
726
-153
| -17% | -$4.43K | 0.01% | 368 |
|
|
2021
Q2 | $27K | Buy |
879
+131
| +18% | +$4.02K | 0.01% | 444 |
|
|
2021
Q1 | $20K | Buy |
748
+248
| +50% | +$6.63K | 0.01% | 477 |
|
|
2020
Q4 | $9K | Buy |
+500
| New | +$9K | 0.01% | 368 |
|