Founders Financial Alliance’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 | $389K | Sell |
9,267
-621
| -6% | -$26.1K | 0.09% | 217 |
|
|
2025
Q1 | $488K | Buy |
9,888
+26
| +0.3% | +$1.28K | 0.12% | 176 |
|
|
2024
Q4 | $487K | Sell |
9,862
-486
| -5% | -$24K | 0.13% | 146 |
|
|
2024
Q3 | $533K | Sell |
10,348
-200
| -2% | -$10.3K | 0.15% | 140 |
|
|
2024
Q2 | $665K | Sell |
10,548
-1,267
| -11% | -$79.9K | 0.2% | 109 |
|
|
2024
Q1 | $768K | Buy |
+11,815
| New | +$768K | 0.23% | 96 |
|
|
2023
Q3 | – | Sell |
-3,570
| Closed | -$210K | – | 502 |
|
|
2023
Q2 | $210K | Buy |
+3,570
| New | +$210K | 0.08% | 244 |
|
|
2021
Q4 | – | Sell |
-6,932
| Closed | -$205K | – | 489 |
|
|
2021
Q3 | $205K | Buy |
6,932
+100
| +1% | +$2.96K | 0.1% | 214 |
|
|
2021
Q2 | $213K | Buy |
+6,832
| New | +$213K | 0.1% | 222 |
|
|
2020
Q4 | – | Sell |
-4,762
| Closed | -$48K | – | 991 |
|
|
2020
Q3 | $48K | Buy |
+4,762
| New | +$48K | 0.03% | 390 |
|