JNBA Financial Advisors’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 | $3.03K | Buy |
72
+3
| +4% | +$126 | ﹤0.01% | 570 |
|
|
2025
Q1 | $3.41K | Hold |
69
| – | – | ﹤0.01% | 566 |
|
|
2024
Q4 | $3.41K | Hold |
69
| – | – | ﹤0.01% | 564 |
|
|
2024
Q3 | $3.56K | Hold |
69
| – | – | ﹤0.01% | 571 |
|
|
2024
Q2 | $4.35K | Hold |
69
| – | – | ﹤0.01% | 534 |
|
|
2024
Q1 | $4.49K | Sell |
69
-7
| -9% | -$455 | ﹤0.01% | 547 |
|
|
2023
Q4 | $4.54K | Hold |
76
| – | – | ﹤0.01% | 546 |
|
|
2023
Q3 | $4.93K | Buy |
76
+7
| +10% | +$454 | ﹤0.01% | 547 |
|
|
2023
Q2 | $4.06K | Hold |
69
| – | – | ﹤0.01% | 559 |
|
|
2023
Q1 | $4.31K | Hold |
69
| – | – | ﹤0.01% | 559 |
|
|
2022
Q4 | $4.35K | Buy |
69
+29
| +73% | +$1.83K | ﹤0.01% | 528 |
|
|
2022
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 614 |
|
|
2022
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 659 |
|
|
2022
Q1 | $2K | Sell |
40
-560
| -93% | -$28K | ﹤0.01% | 641 |
|
|
2021
Q4 | $17K | Hold |
600
| – | – | ﹤0.01% | 447 |
|
|
2021
Q3 | $18K | Hold |
600
| – | – | ﹤0.01% | 435 |
|
|
2021
Q2 | $19K | Hold |
600
| – | – | ﹤0.01% | 409 |
|
|
2021
Q1 | $16K | Hold |
600
| – | – | ﹤0.01% | 414 |
|
|
2020
Q4 | $10K | Hold |
600
| – | – | ﹤0.01% | 438 |
|
|
2020
Q3 | $6K | Hold |
600
| – | – | ﹤0.01% | 458 |
|
|
2020
Q2 | $11K | Hold |
600
| – | – | ﹤0.01% | 394 |
|
|
2020
Q1 | $7K | Hold |
600
| – | – | ﹤0.01% | 421 |
|
|
2019
Q4 | $25K | Hold |
600
| – | – | ﹤0.01% | 326 |
|
|
2019
Q3 | $27K | Hold |
600
| – | – | 0.01% | 302 |
|
|
2019
Q2 | $30K | Hold |
600
| – | – | 0.01% | 294 |
|
|
2019
Q1 | $40K | Sell |
600
-74
| -11% | -$4.93K | 0.01% | 252 |
|
|
2018
Q4 | $41K | Buy |
674
+606
| +891% | +$36.9K | 0.01% | 223 |
|
|
2018
Q3 | $6K | Sell |
68
-532
| -89% | -$46.9K | ﹤0.01% | 417 |
|
|
2018
Q2 | $50K | Hold |
600
| – | – | 0.01% | 225 |
|
|
2018
Q1 | $39K | Hold |
600
| – | – | 0.01% | 248 |
|
|
2017
Q4 | $44K | Hold |
600
| – | – | 0.01% | 233 |
|
|
2017
Q3 | $39K | Hold |
600
| – | – | 0.01% | 234 |
|
|
2017
Q2 | $36K | Hold |
600
| – | – | 0.01% | 236 |
|
|
2017
Q1 | $38K | Hold |
600
| – | – | 0.01% | 228 |
|
|
2016
Q4 | $43K | Sell |
600
-3,755
| -86% | -$269K | 0.01% | 222 |
|
|
2016
Q3 | $318K | Buy |
4,355
+3,755
| +626% | +$274K | 0.05% | 156 |
|
|
2016
Q2 | $45K | Sell |
600
-75
| -11% | -$5.63K | 0.01% | 209 |
|
|
2016
Q1 | $46K | Sell |
675
-1
| -0.1% | -$68 | 0.02% | 204 |
|
|
2015
Q4 | $46K | Hold |
676
| – | – | 0.02% | 203 |
|
|
2015
Q3 | $45K | Hold |
676
| – | – | 0.02% | 193 |
|
|
2015
Q2 | $53K | Hold |
676
| – | – | 0.02% | 181 |
|
|
2015
Q1 | $49K | Hold |
676
| – | – | 0.02% | 190 |
|
|
2014
Q4 | $54K | Sell |
676
-7
| -1% | -$559 | 0.02% | 183 |
|
|
2014
Q3 | $63K | Hold |
683
| – | – | 0.03% | 171 |
|
|
2014
Q2 | $67K | Hold |
683
| – | – | 0.03% | 160 |
|
|
2014
Q1 | $62K | Hold |
683
| – | – | 0.03% | 156 |
|
|
2013
Q4 | $62K | Hold |
683
| – | – | 0.03% | 153 |
|
|
2013
Q3 | $61K | Sell |
683
-16
| -2% | -$1.43K | 0.04% | 149 |
|
|
2013
Q2 | $60K | Buy |
+699
| New | +$60K | 0.04% | 144 |
|