Kings Point Capital 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 Q1	$21K	Hold	375	–	–	﹤0.01%	465
2021 Q4	$11K	Hold	375	–	–	﹤0.01%	613
2021 Q3	$11K	Sell	375 -250	-40%	-$7.33K	﹤0.01%	554
2021 Q2	$20K	Hold	625	–	–	﹤0.01%	454
2021 Q1	$17K	Buy	+625	New	+$17K	﹤0.01%	458
2020 Q1	–	Sell	-577	Closed	-$24K	–	474
2019 Q4	$24K	Hold	577	–	–	﹤0.01%	388
2019 Q3	$26K	Buy	577 +161	+39%	+$7.26K	﹤0.01%	358
2019 Q2	$21K	Buy	416 +41	+11%	+$2.07K	﹤0.01%	345
2019 Q1	$25K	Hold	375	–	–	0.01%	290
2018 Q4	$23K	Hold	375	–	–	0.01%	296
2018 Q3	$31K	Hold	375	–	–	0.01%	288
2018 Q2	$31K	Hold	375	–	–	0.01%	280
2018 Q1	$24K	Hold	375	–	–	﹤0.01%	303
2017 Q4	$28K	Hold	375	–	–	0.01%	292
2017 Q3	$24K	Hold	375	–	–	0.01%	282
2017 Q2	$22K	Hold	375	–	–	0.01%	274
2017 Q1	$24K	Hold	375	–	–	0.01%	280
2016 Q4	$27K	Hold	375	–	–	0.01%	240
2016 Q3	$27K	Hold	375	–	–	0.01%	232
2016 Q2	$28K	Hold	375	–	–	0.01%	237
2016 Q1	$26K	Sell	375 -1	-0.3%	-$69	0.01%	240
2015 Q4	$25K	Hold	376	–	–	0.01%	277
2015 Q3	$25K	Hold	376	–	–	0.01%	290
2015 Q2	$29K	Hold	376	–	–	0.01%	266
2015 Q1	$27K	Hold	376	–	–	0.01%	272
2014 Q4	$30K	Sell	376 -668	-64%	-$53.3K	0.01%	250
2014 Q3	$96K	Hold	1,044	–	–	0.03%	142
2014 Q2	$103K	Hold	1,044	–	–	0.03%	136
2014 Q1	$95K	Hold	1,044	–	–	0.03%	132
2013 Q4	$95K	Hold	1,044	–	–	0.03%	130
2013 Q3	$94K	Hold	1,044	–	–	0.04%	131
2013 Q2	$89K	Buy	+1,044	New	+$89K	0.04%	148