Greenleaf Trust’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 | $464K | Sell |
11,034
-570
| -5% | -$23.9K | ﹤0.01% | 508 |
|
|
2025
Q1 | $573K | Buy |
11,604
+617
| +6% | +$30.5K | 0.01% | 462 |
|
|
2024
Q4 | $543K | Sell |
10,987
-5
| -0% | -$247 | ﹤0.01% | 487 |
|
|
2024
Q3 | $567K | Sell |
10,992
-2,016
| -15% | -$104K | 0.01% | 483 |
|
|
2024
Q2 | $820K | Sell |
13,008
-1,729
| -12% | -$109K | 0.01% | 346 |
|
|
2024
Q1 | $958K | Sell |
14,737
-30
| -0.2% | -$1.95K | 0.01% | 309 |
|
|
2023
Q4 | $882K | Sell |
14,767
-224
| -1% | -$13.4K | 0.01% | 311 |
|
|
2023
Q3 | $973K | Buy |
14,991
+3,053
| +26% | +$198K | 0.01% | 278 |
|
|
2023
Q2 | $702K | Buy |
11,938
+26
| +0.2% | +$1.53K | 0.01% | 364 |
|
|
2023
Q1 | $744K | Buy |
11,912
+183
| +2% | +$11.4K | 0.01% | 344 |
|
|
2022
Q4 | $739K | Sell |
11,729
-187
| -2% | -$11.8K | 0.01% | 336 |
|
|
2022
Q3 | $732K | Buy |
11,916
+1,550
| +15% | +$95.2K | 0.01% | 295 |
|
|
2022
Q2 | $610K | Buy |
10,366
+1,301
| +14% | +$76.6K | 0.01% | 341 |
|
|
2022
Q1 | $514K | Buy |
9,065
+1,465
| +19% | +$83.1K | 0.01% | 405 |
|
|
2021
Q4 | $220K | Buy |
7,600
+190
| +3% | +$5.5K | ﹤0.01% | 700 |
|
|
2021
Q3 | $219K | Sell |
7,410
-267
| -3% | -$7.89K | ﹤0.01% | 677 |
|
|
2021
Q2 | $240K | Buy |
+7,677
| New | +$240K | ﹤0.01% | 649 |
|
|
2019
Q4 | – | Sell |
-9,520
| Closed | -$423K | – | 570 |
|
|
2019
Q3 | $423K | Buy |
9,520
+4,498
| +90% | +$200K | 0.01% | 317 |
|
|
2019
Q2 | $253K | Sell |
5,022
-1,711
| -25% | -$86.2K | ﹤0.01% | 449 |
|
|
2019
Q1 | $446K | Sell |
6,733
-1,778
| -21% | -$118K | 0.01% | 288 |
|
|
2018
Q4 | $522K | Buy |
8,511
+2,841
| +50% | +$174K | 0.01% | 247 |
|
|
2018
Q3 | $466K | Sell |
5,670
-789
| -12% | -$64.8K | 0.01% | 293 |
|
|
2018
Q2 | $540K | Buy |
6,459
+2,496
| +63% | +$209K | 0.01% | 256 |
|
|
2018
Q1 | $257K | Buy |
3,963
+137
| +4% | +$8.88K | 0.01% | 373 |
|
|
2017
Q4 | $282K | Buy |
3,826
+3,204
| +515% | +$236K | 0.01% | 353 |
|
|
2017
Q3 | $40K | Buy |
+622
| New | +$40K | ﹤0.01% | 465 |
|
|
2017
Q1 | – | Sell |
-3,186
| Closed | -$227K | – | 326 |
|
|
2016
Q4 | $227K | Sell |
3,186
-579
| -15% | -$41.3K | 0.01% | 215 |
|
|
2016
Q3 | $275K | Buy |
3,765
+937
| +33% | +$68.4K | 0.01% | 169 |
|
|
2016
Q2 | $214K | Sell |
2,828
-402
| -12% | -$30.4K | 0.01% | 168 |
|
|
2016
Q1 | $221K | Sell |
3,230
-111
| -3% | -$7.6K | 0.01% | 154 |
|
|
2015
Q4 | $225K | Hold |
3,341
| – | – | 0.01% | 151 |
|
|
2015
Q3 | $221K | Sell |
3,341
-701
| -17% | -$46.4K | 0.01% | 167 |
|
|
2015
Q2 | $314K | Buy |
+4,042
| New | +$314K | 0.01% | 125 |
|