Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Occidental Petroleum OXY Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-64
Closed -$4.15K – 366
2023
Q3 		$4.15K Buy
+64
New +$4.03K ﹤0.01% 406

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Legacy Financial Group (Iowa)'s OXY Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Occidental Petroleum (OXY) in Q4 2023, closing a stake of 64 shares — an estimated $4.15K sold.

Legacy Financial Group (Iowa) first reported a position in OXY in Q3 2023 and held it in 1 quarter. The position peaked at $4.15K in Q3 2023. 1,219 funds tracked by Wall St. Rank hold OXY as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Occidental Petroleum position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 64 Occidental Petroleum shares in Q4 2023, an estimated $4.15K.
  • Legacy Financial Group (Iowa) first reported a position in Occidental Petroleum in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Occidental Petroleum position peaked at $4.15K in Q3 2023.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.