Congress Park Capital’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-3,623
| Closed | -$228K | – | 120 |
|
2024
Q2 | $228K | Sell |
3,623
-84
| -2% | -$5.3K | 0.09% | 105 |
|
2024
Q1 | $241K | Sell |
3,707
-158
| -4% | -$10.3K | 0.11% | 103 |
|
2023
Q4 | $231K | Hold |
3,865
| – | – | 0.11% | 107 |
|
2023
Q3 | $251K | Sell |
3,865
-4,125
| -52% | -$268K | 0.13% | 103 |
|
2023
Q2 | $470K | Buy |
7,990
+250
| +3% | +$14.7K | 0.23% | 85 |
|
2023
Q1 | $483K | Buy |
+7,740
| New | +$483K | 0.25% | 76 |
|
2018
Q4 | – | Sell |
-9,675
| Closed | -$795K | – | 93 |
|
2018
Q3 | $795K | Buy |
9,675
+2
| +0% | +$164 | 0.71% | 39 |
|
2018
Q2 | $809K | Buy |
9,673
+1
| +0% | +$84 | 0.78% | 40 |
|
2018
Q1 | $628K | Sell |
9,672
-3,308
| -25% | -$215K | 0.65% | 44 |
|
2017
Q4 | $956K | Buy |
+12,980
| New | +$956K | 0.96% | 33 |
|