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 |
|