EFS
Essex Financial Services’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,309
| Closed | -$225K | – | 650 |
|
|
2024
Q3 | $225K | Buy |
4,309
+362
| +9% | +$18.9K | 0.02% | 570 |
|
|
2024
Q2 | $231K | Buy |
3,947
+547
| +16% | +$32K | 0.02% | 544 |
|
|
2024
Q1 | $221K | Sell |
3,400
-149
| -4% | -$9.68K | 0.02% | 485 |
|
|
2023
Q4 | $212K | Sell |
3,549
-264
| -7% | -$15.8K | 0.02% | 469 |
|
|
2023
Q3 | $247K | Sell |
3,813
-16
| -0.4% | -$1.04K | 0.03% | 403 |
|
|
2023
Q2 | $225K | Buy |
3,829
+90
| +2% | +$5.29K | 0.03% | 422 |
|
|
2023
Q1 | $233K | Buy |
+3,739
| New | +$233K | 0.02% | 435 |
|
|
2018
Q4 | – | Sell |
-2,638
| Closed | -$217K | – | 282 |
|
|
2018
Q3 | $217K | Sell |
2,638
-660
| -20% | -$54.3K | 0.05% | 264 |
|
|
2018
Q2 | $276K | Sell |
3,298
-16
| -0.5% | -$1.34K | 0.07% | 222 |
|
|
2018
Q1 | $215K | Sell |
3,314
-230
| -6% | -$14.9K | 0.04% | 320 |
|
|
2017
Q4 | $261K | Buy |
3,544
+4
| +0.1% | +$295 | 0.06% | 230 |
|
|
2017
Q3 | $227K | Buy |
+3,540
| New | +$227K | 0.06% | 247 |
|
|
2017
Q2 | – | Sell |
-4,085
| Closed | -$259K | – | 361 |
|
|
2017
Q1 | $259K | Sell |
4,085
-34
| -0.8% | -$2.16K | 0.06% | 273 |
|
|
2016
Q4 | $293K | Sell |
4,119
-1,646
| -29% | -$117K | 0.06% | 257 |
|
|
2016
Q3 | $420K | Sell |
5,765
-65
| -1% | -$4.74K | 0.1% | 189 |
|
|
2016
Q2 | $441K | Buy |
5,830
+4
| +0.1% | +$303 | 0.11% | 182 |
|
|
2016
Q1 | $399K | Sell |
5,826
-996
| -15% | -$68.2K | 0.1% | 199 |
|
|
2015
Q4 | $461K | Buy |
6,822
+348
| +5% | +$23.5K | 0.11% | 183 |
|
|
2015
Q3 | $428K | Sell |
6,474
-242
| -4% | -$16K | 0.11% | 193 |
|
|
2015
Q2 | $522K | Buy |
6,716
+404
| +6% | +$31.4K | 0.13% | 177 |
|
|
2015
Q1 | $461K | Sell |
6,312
-452
| -7% | -$33K | 0.12% | 193 |
|
|
2014
Q4 | $545K | Buy |
6,764
+1,448
| +27% | +$117K | 0.14% | 164 |
|
|
2014
Q3 | $511K | Buy |
5,316
+1
| +0% | +$96 | 0.15% | 156 |
|
|
2014
Q2 | $545K | Sell |
5,315
-48
| -0.9% | -$4.92K | 0.16% | 148 |
|
|
2014
Q1 | $511K | Buy |
5,363
+1,100
| +26% | +$105K | 0.17% | 137 |
|
|
2013
Q4 | $405K | Buy |
4,263
+1,399
| +49% | +$133K | 0.14% | 155 |
|
|
2013
Q3 | $268 | Sell |
2,864
-176
| -6% | -$16 | 0.08% | 203 |
|
|
2013
Q2 | $271K | Buy |
+3,040
| New | +$271K | 0.09% | 204 |
|