Ironwood Financial’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 | $262K | Hold |
5,314
| – | – | 0.06% | 140 |
|
|
2025
Q1 | $262K | Sell |
5,314
-135
| -2% | -$6.66K | 0.06% | 140 |
|
|
2024
Q4 | $269K | Buy |
5,449
+168
| +3% | +$8.3K | 0.06% | 139 |
|
|
2024
Q3 | $272K | Sell |
5,281
-605
| -10% | -$31.2K | 0.06% | 135 |
|
|
2024
Q2 | $371K | Hold |
5,886
| – | – | 0.08% | 117 |
|
|
2024
Q1 | $383K | Hold |
5,886
| – | – | 0.09% | 118 |
|
|
2023
Q4 | $351K | Hold |
5,886
| – | – | 0.09% | 116 |
|
|
2023
Q3 | $382K | Hold |
5,886
| – | – | 0.1% | 104 |
|
|
2023
Q2 | $346K | Hold |
5,886
| – | – | 0.09% | 111 |
|
|
2023
Q1 | $367K | Hold |
5,886
| – | – | 0.1% | 107 |
|
|
2022
Q4 | $371K | Hold |
5,886
| – | – | 0.12% | 103 |
|
|
2022
Q3 | $362K | Hold |
5,886
| – | – | 0.12% | 88 |
|
|
2022
Q2 | $347K | Hold |
5,886
| – | – | 0.11% | 89 |
|
|
2022
Q1 | $334K | Buy |
+5,886
| New | +$334K | 0.09% | 96 |
|
|
2021
Q4 | – | Sell |
-5,886
| Closed | -$174K | – | 405 |
|
|
2021
Q3 | $174K | Buy |
5,886
+1,666
| +39% | +$49.3K | 0.05% | 122 |
|
|
2021
Q2 | $132K | Hold |
4,220
| – | – | 0.04% | 127 |
|
|
2021
Q1 | $112K | Buy |
4,220
+234
| +6% | +$6.21K | 0.04% | 124 |
|
|
2020
Q4 | $69K | Buy |
+3,986
| New | +$69K | 0.03% | 147 |
|
|
2015
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 234 |
|
|
2015
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 215 |
|
|
2015
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 224 |
|
|
2014
Q4 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 186 |
|