Lee Financial’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,610
| Closed | -$96.4K | – | 618 |
|
|
2023
Q4 | $96.4K | Sell |
1,610
-93
| -5% | -$5.57K | 0.02% | 181 |
|
|
2023
Q3 | $111K | Buy |
1,703
+67
| +4% | +$4.36K | 0.02% | 155 |
|
|
2023
Q2 | $96.4K | Buy |
1,636
+486
| +42% | +$28.6K | 0.02% | 168 |
|
|
2023
Q1 | $72K | Sell |
1,150
-701
| -38% | -$43.9K | 0.01% | 209 |
|
|
2022
Q4 | $117K | Hold |
1,851
| – | – | 0.02% | 181 |
|
|
2022
Q3 | $114K | Sell |
1,851
-3
| -0.2% | -$185 | 0.02% | 179 |
|
|
2022
Q2 | $109K | Buy |
1,854
+39
| +2% | +$2.29K | 0.02% | 183 |
|
|
2022
Q1 | $103K | Buy |
1,815
+990
| +120% | +$56.2K | 0.02% | 185 |
|
|
2021
Q4 | $24K | Buy |
825
+10
| +1% | +$291 | ﹤0.01% | 343 |
|
|
2021
Q3 | $24K | Buy |
815
+82
| +11% | +$2.42K | 0.01% | 306 |
|
|
2021
Q2 | $23K | Sell |
733
-229
| -24% | -$7.19K | ﹤0.01% | 310 |
|
|
2021
Q1 | $26K | Buy |
962
+229
| +31% | +$6.19K | 0.01% | 274 |
|
|
2020
Q4 | $13K | Sell |
733
-1,221
| -62% | -$21.7K | ﹤0.01% | 346 |
|
|
2020
Q3 | $20K | Sell |
1,954
-325
| -14% | -$3.33K | 0.01% | 306 |
|
|
2020
Q2 | $42K | Sell |
2,279
-467
| -17% | -$8.61K | 0.01% | 223 |
|
|
2020
Q1 | $32K | Buy |
2,746
+20
| +0.7% | +$233 | 0.01% | 203 |
|
|
2019
Q4 | $112K | Buy |
2,726
+23
| +0.9% | +$945 | 0.02% | 148 |
|
|
2019
Q3 | $120K | Buy |
2,703
+1,911
| +241% | +$84.8K | 0.03% | 142 |
|
|
2019
Q2 | $40K | Buy |
792
+50
| +7% | +$2.53K | 0.01% | 213 |
|
|
2019
Q1 | $49K | Buy |
742
+26
| +4% | +$1.72K | 0.01% | 191 |
|
|
2018
Q4 | $44K | Sell |
716
-434
| -38% | -$26.7K | 0.01% | 185 |
|
|
2018
Q3 | $94K | Sell |
1,150
-1,748
| -60% | -$143K | 0.02% | 166 |
|
|
2018
Q2 | $243K | Sell |
2,898
-126
| -4% | -$10.6K | 0.06% | 143 |
|
|
2018
Q1 | $197K | Sell |
3,024
-160
| -5% | -$10.4K | 0.05% | 154 |
|
|
2017
Q4 | $235K | Sell |
3,184
-1,575
| -33% | -$116K | 0.07% | 114 |
|
|
2017
Q3 | $306K | Sell |
4,759
-4,857
| -51% | -$312K | 0.1% | 96 |
|
|
2017
Q2 | $576K | Sell |
9,616
-1,343
| -12% | -$80.4K | 0.21% | 81 |
|
|
2017
Q1 | $694K | Sell |
10,959
-8,472
| -44% | -$537K | 0.28% | 74 |
|
|
2016
Q4 | $1.38M | Buy |
+19,431
| New | +$1.38M | 0.77% | 27 |
|