Lenox Wealth Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $13K | Sell |
724
-150
| -17% | -$2.69K | ﹤0.01% | 401 |
|
|
2020
Q1 | $10K | Sell |
874
-12,995
| -94% | -$149K | ﹤0.01% | 391 |
|
|
2019
Q4 | $581K | Buy |
13,869
+1,829
| +15% | +$76.6K | 0.16% | 92 |
|
|
2019
Q3 | $544K | Buy |
12,040
+1,763
| +17% | +$79.7K | 0.16% | 90 |
|
|
2019
Q2 | $524K | Buy |
10,277
+562
| +6% | +$28.7K | 0.16% | 87 |
|
|
2019
Q1 | $651K | Buy |
9,715
+81
| +0.8% | +$5.43K | 0.2% | 83 |
|
|
2018
Q4 | $599K | Sell |
9,634
-105
| -1% | -$6.53K | 0.2% | 78 |
|
|
2018
Q3 | $807K | Buy |
9,739
+254
| +3% | +$21K | 0.24% | 70 |
|
|
2018
Q2 | $794K | Sell |
9,485
-547
| -5% | -$45.8K | 0.26% | 77 |
|
|
2018
Q1 | $659K | Sell |
10,032
-2,561
| -20% | -$168K | 0.21% | 87 |
|
|
2017
Q4 | $937K | Buy |
12,593
+824
| +7% | +$61.3K | 0.28% | 69 |
|
|
2017
Q3 | $764K | Buy |
11,769
+866
| +8% | +$56.2K | 0.26% | 75 |
|
|
2017
Q2 | $660K | Buy |
10,903
+10,069
| +1,207% | +$610K | 0.27% | 69 |
|
|
2017
Q1 | $53K | Buy |
834
+400
| +92% | +$25.4K | 0.04% | 90 |
|
|
2016
Q4 | $31K | Hold |
434
| – | – | 0.02% | 131 |
|
|
2016
Q3 | $32K | Hold |
434
| – | – | 0.03% | 123 |
|
|
2016
Q2 | $33K | Buy |
434
+381
| +719% | +$29K | 0.02% | 125 |
|
|
2016
Q1 | $4K | Hold |
53
| – | – | ﹤0.01% | 201 |
|
|
2015
Q4 | $4K | Sell |
53
-28
| -35% | -$2.11K | ﹤0.01% | 208 |
|
|
2015
Q3 | $5K | Buy |
81
+6
| +8% | +$370 | ﹤0.01% | 126 |
|
|
2015
Q2 | $6K | Sell |
75
-1,189
| -94% | -$95.1K | ﹤0.01% | 128 |
|
|
2015
Q1 | $92K | Sell |
1,264
-124
| -9% | -$9.03K | 0.06% | 62 |
|
|
2014
Q4 | $111K | Sell |
1,388
-76
| -5% | -$6.08K | 0.07% | 60 |
|
|
2014
Q3 | $135K | Sell |
1,464
-40
| -3% | -$3.69K | 0.09% | 55 |
|
|
2014
Q2 | $148K | Sell |
1,504
-175
| -10% | -$17.2K | 0.1% | 52 |
|
|
2014
Q1 | $153K | Sell |
1,679
-178
| -10% | -$16.2K | 0.08% | 59 |
|
|
2013
Q4 | $169K | Buy |
+1,857
| New | +$169K | 0.11% | 56 |
|