Laurel Wealth Advisors (California)’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $942K | Buy |
16,460
+1,500
| +10% | +$85.8K | 0.09% | 225 |
|
|
2022
Q3 | $919K | Buy |
14,960
+50
| +0.3% | +$3.07K | 0.1% | 228 |
|
|
2022
Q2 | $878K | Buy |
14,910
+145
| +1% | +$8.54K | 0.09% | 236 |
|
|
2022
Q1 | $838K | Buy |
14,765
+724
| +5% | +$41.1K | 0.07% | 280 |
|
|
2021
Q4 | $407K | Buy |
14,041
+4,510
| +47% | +$131K | 0.03% | 523 |
|
|
2021
Q3 | $282K | Buy |
9,531
+138
| +1% | +$4.08K | 0.05% | 353 |
|
|
2021
Q2 | $293K | Sell |
9,393
-820
| -8% | -$25.6K | 0.04% | 405 |
|
|
2021
Q1 | $272K | Buy |
+10,213
| New | +$272K | 0.04% | 376 |
|
|
2020
Q1 | – | Sell |
-6,481
| Closed | -$267K | – | 404 |
|
|
2019
Q4 | $267K | Buy |
6,481
+718
| +12% | +$29.6K | 0.04% | 370 |
|
|
2019
Q3 | $257K | Buy |
5,763
+1,101
| +24% | +$49.1K | 0.04% | 379 |
|
|
2019
Q2 | $234K | Buy |
4,662
+79
| +2% | +$3.97K | 0.05% | 349 |
|
|
2019
Q1 | $303K | Buy |
4,583
+65
| +1% | +$4.3K | 0.07% | 277 |
|
|
2018
Q4 | $277K | Sell |
4,518
-79
| -2% | -$4.84K | 0.08% | 256 |
|
|
2018
Q3 | $377K | Sell |
4,597
-50
| -1% | -$4.1K | 0.09% | 230 |
|
|
2018
Q2 | $388K | Buy |
4,647
+122
| +3% | +$10.2K | 0.1% | 214 |
|
|
2018
Q1 | $293K | Sell |
4,525
-490
| -10% | -$31.7K | 0.09% | 247 |
|
|
2017
Q4 | $369K | Buy |
5,015
+508
| +11% | +$37.4K | 0.11% | 215 |
|
|
2017
Q3 | $289K | Buy |
4,507
+161
| +4% | +$10.3K | 0.1% | 222 |
|
|
2017
Q2 | $260K | Sell |
4,346
-15
| -0.3% | -$897 | 0.09% | 237 |
|
|
2017
Q1 | $276K | Sell |
4,361
-38
| -0.9% | -$2.41K | 0.11% | 206 |
|
|
2016
Q4 | $313K | Sell |
4,399
-31
| -0.7% | -$2.21K | 0.14% | 172 |
|
|
2016
Q3 | $323K | Sell |
4,430
-71
| -2% | -$5.18K | 0.15% | 160 |
|
|
2016
Q2 | $340K | Sell |
4,501
-33
| -0.7% | -$2.49K | 0.16% | 154 |
|
|
2016
Q1 | $310K | Sell |
4,534
-406
| -8% | -$27.8K | 0.16% | 164 |
|
|
2015
Q4 | $333K | Buy |
+4,940
| New | +$333K | 0.17% | 158 |
|