Next Financial Group’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $24K | Sell |
814
-350
| -30% | -$10.3K | ﹤0.01% | 1816 |
|
|
2021
Q3 | $34K | Buy |
1,164
+7
| +0.6% | +$204 | ﹤0.01% | 1583 |
|
|
2021
Q2 | $36K | Buy |
1,157
+365
| +46% | +$11.4K | ﹤0.01% | 1524 |
|
|
2021
Q1 | $21K | Sell |
792
-2,915
| -79% | -$77.3K | ﹤0.01% | 1626 |
|
|
2020
Q4 | $64K | Buy |
3,707
+2,140
| +137% | +$36.9K | 0.01% | 1118 |
|
|
2020
Q3 | $16K | Buy |
+1,567
| New | +$16K | ﹤0.01% | 1491 |
|
|
2020
Q2 | – | Sell |
-7,744
| Closed | -$90K | – | 1506 |
|
|
2020
Q1 | $90K | Buy |
7,744
+1,221
| +19% | +$14.2K | 0.01% | 786 |
|
|
2019
Q4 | $269K | Buy |
6,523
+1,430
| +28% | +$59K | 0.03% | 579 |
|
|
2019
Q3 | $227K | Buy |
5,093
+1,176
| +30% | +$52.4K | 0.02% | 619 |
|
|
2019
Q2 | $197K | Buy |
3,917
+3,545
| +953% | +$178K | 0.02% | 669 |
|
|
2019
Q1 | $25K | Sell |
372
-1,577
| -81% | -$106K | 0.01% | 909 |
|
|
2018
Q4 | $120K | Buy |
1,949
+1,322
| +211% | +$81.4K | 0.02% | 539 |
|
|
2018
Q3 | $52K | Buy |
+627
| New | +$52K | 0.02% | 534 |
|
|
2017
Q4 | – | Sell |
-2,564
| Closed | -$166K | – | 1041 |
|
|
2017
Q3 | $166K | Buy |
2,564
+211
| +9% | +$13.7K | 0.05% | 363 |
|
|
2017
Q2 | $141K | Sell |
2,353
-376
| -14% | -$22.5K | 0.03% | 450 |
|
|
2017
Q1 | $168K | Sell |
2,729
-3,010
| -52% | -$185K | 0.05% | 351 |
|
|
2016
Q4 | $409K | Sell |
5,739
-691
| -11% | -$49.2K | 0.07% | 301 |
|
|
2016
Q3 | $469K | Buy |
6,430
+2,623
| +69% | +$191K | 0.08% | 257 |
|
|
2016
Q2 | $287K | Buy |
3,807
+19
| +0.5% | +$1.43K | 0.09% | 226 |
|
|
2016
Q1 | $259K | Sell |
3,788
-506
| -12% | -$34.6K | 0.09% | 225 |
|
|
2015
Q4 | $289K | Sell |
4,294
-187
| -4% | -$12.6K | 0.11% | 189 |
|
|
2015
Q3 | $295K | Buy |
4,481
+56
| +1% | +$3.69K | 0.11% | 206 |
|
|
2015
Q2 | $343K | Sell |
4,425
-298
| -6% | -$23.1K | 0.12% | 187 |
|
|
2015
Q1 | $344K | Sell |
4,723
-295
| -6% | -$21.5K | 0.11% | 199 |
|
|
2014
Q4 | $404K | Sell |
5,018
-3,736
| -43% | -$301K | 0.13% | 169 |
|
|
2014
Q3 | $806K | Buy |
8,754
+8,696
| +14,993% | +$801K | 0.16% | 140 |
|
|
2014
Q2 | $6K | Buy |
+58
| New | +$6K | ﹤0.01% | 885 |
|