FinTrust Capital Advisors’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 |
-14
| Closed | -$883 | – | 1412 |
|
|
2024
Q2 | $883 | Buy |
+14
| New | +$883 | ﹤0.01% | 1240 |
|
|
2023
Q3 | – | Sell |
-300
| Closed | -$18.9K | – | 1297 |
|
|
2023
Q2 | $18.9K | Hold |
300
| – | – | ﹤0.01% | 658 |
|
|
2023
Q1 | $18.9K | Hold |
300
| – | – | ﹤0.01% | 657 |
|
|
2022
Q4 | $18.9K | Buy |
+300
| New | +$18.9K | ﹤0.01% | 656 |
|
|
2020
Q4 | – | Sell |
-15
| Closed | – | – | 1117 |
|
|
2020
Q3 | $0 | Sell |
15
-162
| -92% | – | ﹤0.01% | 1173 |
|
|
2020
Q2 | $3K | Sell |
177
-808
| -82% | -$13.7K | ﹤0.01% | 882 |
|
|
2020
Q1 | $11K | Sell |
985
-3,265
| -77% | -$36.5K | 0.01% | 731 |
|
|
2019
Q4 | $175K | Buy |
4,250
+3,363
| +379% | +$138K | 0.07% | 231 |
|
|
2019
Q3 | $39K | Buy |
887
+560
| +171% | +$24.6K | 0.01% | 480 |
|
|
2019
Q2 | $16K | Sell |
327
-4
| -1% | -$196 | 0.01% | 644 |
|
|
2019
Q1 | $22K | Sell |
331
-30
| -8% | -$1.99K | 0.01% | 579 |
|
|
2018
Q4 | $22K | Buy |
+361
| New | +$22K | 0.01% | 566 |
|