Frontier Wealth Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.28M | Buy |
21,759
+4,238
| +24% | +$250K | 0.09% | 159 |
|
|
2022
Q1 | $1.04M | Buy |
+17,521
| New | +$1.04M | 0.01% | 177 |
|
|
2021
Q4 | – | Sell |
-7,359
| Closed | -$218K | – | 437 |
|
|
2021
Q3 | $218K | Buy |
+7,359
| New | +$218K | 0.02% | 388 |
|
|
2020
Q1 | – | Sell |
-5,171
| Closed | -$213K | – | 322 |
|
|
2019
Q4 | $213K | Buy |
+5,171
| New | +$213K | 0.03% | 274 |
|
|
2019
Q2 | – | Sell |
-3,812
| Closed | -$252K | – | 353 |
|
|
2019
Q1 | $252K | Buy |
3,812
+298
| +8% | +$19.7K | 0.03% | 304 |
|
|
2018
Q4 | $216K | Sell |
3,514
-254
| -7% | -$15.6K | 0.03% | 316 |
|
|
2018
Q3 | $310K | Sell |
3,768
-4,255
| -53% | -$350K | 0.03% | 299 |
|
|
2018
Q2 | $671K | Buy |
+8,023
| New | +$671K | 0.1% | 183 |
|
|
2017
Q4 | – | Sell |
-8,096
| Closed | -$520K | – | 387 |
|
|
2017
Q3 | $520K | Buy |
8,096
+381
| +5% | +$24.5K | 0.07% | 227 |
|
|
2017
Q2 | $462K | Sell |
7,715
-1,150
| -13% | -$68.9K | 0.07% | 235 |
|
|
2017
Q1 | $562K | Sell |
8,865
-20
| -0.2% | -$1.27K | 0.09% | 210 |
|
|
2016
Q4 | $633K | Sell |
8,885
-775
| -8% | -$55.2K | 0.1% | 191 |
|
|
2016
Q3 | $704K | Sell |
9,660
-1,450
| -13% | -$106K | 0.11% | 171 |
|
|
2016
Q2 | $839K | Buy |
11,110
+1,700
| +18% | +$128K | 0.13% | 153 |
|
|
2016
Q1 | $644K | Sell |
9,410
-21,718
| -70% | -$1.49M | 0.05% | 178 |
|
|
2015
Q4 | $2.1M | Sell |
31,128
-3,456
| -10% | -$233K | 0.34% | 81 |
|
|
2015
Q3 | $2.28M | Buy |
34,584
+4,793
| +16% | +$317K | 0.36% | 74 |
|
|
2015
Q2 | $2.31M | Buy |
+29,791
| New | +$2.31M | 0.36% | 61 |
|