Lenox Wealth Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2K | Buy |
39
+17
| +77% | +$872 | ﹤0.01% | 656 |
|
|
2021
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 887 |
|
|
2021
Q3 | – | Sell |
-97
| Closed | -$3K | – | 765 |
|
|
2021
Q2 | $3K | Hold |
97
| – | – | ﹤0.01% | 619 |
|
|
2021
Q1 | $3K | Sell |
97
-3
| -3% | -$93 | ﹤0.01% | 576 |
|
|
2020
Q4 | $2K | Buy |
100
+3
| +3% | +$60 | ﹤0.01% | 581 |
|
|
2020
Q3 | $1K | Hold |
97
| – | – | ﹤0.01% | 557 |
|
|
2020
Q2 | $2K | Hold |
97
| – | – | ﹤0.01% | 526 |
|
|
2020
Q1 | $1K | Sell |
97
-6
| -6% | -$62 | ﹤0.01% | 711 |
|
|
2019
Q4 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 513 |
|
|
2019
Q1 | – | Sell |
-602
| Closed | -$37K | – | 624 |
|
|
2018
Q4 | $37K | Buy |
+602
| New | +$37K | 0.01% | 145 |
|
|
2017
Q4 | – | Sell |
-2
| Closed | – | – | 437 |
|
|
2017
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 271 |
|
|
2017
Q1 | – | Sell |
-166
| Closed | -$12K | – | 108 |
|
|
2016
Q4 | $12K | Sell |
166
-602
| -78% | -$43.5K | ﹤0.01% | 93 |
|
|
2016
Q3 | $56K | Hold |
768
| – | – | 0.02% | 78 |
|
|
2016
Q2 | $58K | Sell |
768
-44
| -5% | -$3.32K | 0.02% | 80 |
|
|
2016
Q1 | $56K | Sell |
812
-77
| -9% | -$5.31K | 0.02% | 82 |
|
|
2015
Q4 | $60K | Buy |
889
+45
| +5% | +$3.04K | 0.02% | 73 |
|
|
2015
Q3 | $56K | Hold |
844
| – | – | 0.02% | 76 |
|
|
2015
Q2 | $66K | Hold |
844
| – | – | 0.03% | 53 |
|
|
2015
Q1 | $62K | Hold |
844
| – | – | 0.03% | 71 |
|
|
2014
Q4 | $68K | Buy |
844
+42
| +5% | +$3.38K | 0.03% | 66 |
|
|
2014
Q3 | $74K | Sell |
802
-96
| -11% | -$8.86K | 0.03% | 58 |
|
|
2014
Q2 | $88K | Sell |
898
-77
| -8% | -$7.55K | 0.04% | 44 |
|
|
2014
Q1 | $89K | Buy |
975
+262
| +37% | +$23.9K | 0.05% | 37 |
|
|
2013
Q4 | $65K | Buy |
713
+85
| +14% | +$7.75K | 0.05% | 59 |
|
|
2013
Q3 | $56K | Sell |
628
-150
| -19% | -$13.4K | 0.05% | 33 |
|
|
2013
Q2 | $66K | Buy |
+778
| New | +$66K | 0.07% | 26 |
|