Gladstone Institutional Advisory’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 | $227K | Sell |
5,396
-542
| -9% | -$22.8K | 0.01% | 677 |
|
|
2025
Q1 | $293K | Buy |
+5,938
| New | +$293K | 0.01% | 595 |
|
|
2023
Q4 | – | Sell |
-3,544
| Closed | -$230K | – | 687 |
|
|
2023
Q3 | $230K | Buy |
+3,544
| New | +$230K | 0.01% | 549 |
|
|
2022
Q1 | – | Sell |
-19,812
| Closed | -$574K | – | 743 |
|
|
2021
Q4 | $574K | Sell |
19,812
-1,414
| -7% | -$41K | 0.04% | 349 |
|
|
2021
Q3 | $628K | Sell |
21,226
-2,153
| -9% | -$63.7K | 0.06% | 283 |
|
|
2021
Q2 | $731K | Buy |
+23,379
| New | +$731K | 0.09% | 235 |
|