Krilogy Financial’s Occidental Petroleum OXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,731
Closed -$690K 220
2023
Q2
$690K Sell
11,731
-1,970
-14% -$116K 0.06% 170
2023
Q1
$855K Buy
13,701
+4,025
+42% +$251K 0.07% 198
2022
Q4
$609K Buy
9,676
+2,401
+33% +$151K 0.06% 227
2022
Q3
$447K Buy
7,275
+1,550
+27% +$95.2K 0.05% 218
2022
Q2
$337K Buy
5,725
+50
+0.9% +$2.94K 0.04% 241
2022
Q1
$322K Sell
5,675
-2,590
-31% -$147K 0.03% 244
2021
Q4
$240K Sell
8,265
-600
-7% -$17.4K 0.02% 247
2021
Q3
$262K Buy
8,865
+825
+10% +$24.4K 0.03% 240
2021
Q2
$251K Buy
+8,040
New +$251K 0.03% 238
2018
Q4
Sell
-190
Closed -$16K 516
2018
Q3
$16K Buy
+190
New +$16K ﹤0.01% 464
2018
Q2
Sell
-250
Closed -$16K 507
2018
Q1
$16K Buy
250
+50
+25% +$3.2K ﹤0.01% 470
2017
Q4
$15K Hold
200
﹤0.01% 480
2017
Q3
$13K Buy
200
+10
+5% +$650 ﹤0.01% 550
2017
Q2
$11K Buy
+190
New +$11K ﹤0.01% 526