Lake Street Advisors Group’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $210K | Sell |
4,240
-706
| -14% | -$35K | 0.01% | 551 |
|
|
2024
Q3 | $256K | Buy |
4,946
+8
| +0.2% | +$414 | 0.01% | 499 |
|
|
2024
Q2 | $312K | Buy |
4,938
+51
| +1% | +$3.23K | 0.02% | 436 |
|
|
2024
Q1 | $319K | Buy |
4,887
+1,128
| +30% | +$73.5K | 0.01% | 445 |
|
|
2023
Q4 | $225K | Buy |
+3,759
| New | +$225K | 0.01% | 516 |
|
|
2018
Q3 | – | Sell |
-2,574
| Closed | -$215K | – | 289 |
|
|
2018
Q2 | $215K | Buy |
+2,574
| New | +$215K | 0.02% | 298 |
|
|
2018
Q1 | – | Sell |
-2,833
| Closed | -$209K | – | 342 |
|
|
2017
Q4 | $209K | Buy |
+2,833
| New | +$209K | 0.02% | 303 |
|