Lowe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.46K | Hold |
130
| – | – | ﹤0.01% | 278 |
|
|
2025
Q1 | $6.42K | Sell |
130
-70
| -35% | -$3.46K | ﹤0.01% | 272 |
|
|
2024
Q4 | $9.88K | Hold |
200
| – | – | ﹤0.01% | 235 |
|
|
2024
Q3 | $10.3K | Hold |
200
| – | – | ﹤0.01% | 221 |
|
|
2024
Q2 | $12.6K | Hold |
200
| – | – | 0.01% | 205 |
|
|
2024
Q1 | $13K | Hold |
200
| – | – | 0.01% | 197 |
|
|
2023
Q4 | $11.9K | Buy |
200
+20
| +11% | +$1.19K | 0.01% | 199 |
|
|
2023
Q3 | $11.7K | Sell |
180
-1,295
| -88% | -$84K | 0.01% | 194 |
|
|
2023
Q2 | $86.7K | Buy |
1,475
+1,325
| +883% | +$77.9K | 0.04% | 84 |
|
|
2023
Q1 | $9.37K | Buy |
+150
| New | +$9.37K | 0.01% | 213 |
|
|
2020
Q3 | – | Sell |
-600
| Closed | -$11K | – | 282 |
|
|
2020
Q2 | $11K | Hold |
600
| – | – | 0.01% | 148 |
|
|
2020
Q1 | $7K | Buy |
+600
| New | +$7K | ﹤0.01% | 174 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$4K | – | 293 |
|
|
2018
Q3 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 211 |
|