OneDigital Investment 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 | $716K | Sell |
17,051
-1,812
| -10% | -$76.1K | 0.01% | 755 |
|
|
2025
Q1 | $931K | Buy |
18,863
+2,163
| +13% | +$107K | 0.01% | 627 |
|
|
2024
Q4 | $825K | Sell |
16,700
-3,939
| -19% | -$195K | 0.01% | 700 |
|
|
2024
Q3 | $1.06M | Buy |
20,639
+410
| +2% | +$21.1K | 0.01% | 632 |
|
|
2024
Q2 | $1.28M | Buy |
20,229
+10,481
| +108% | +$661K | 0.02% | 538 |
|
|
2024
Q1 | $634K | Buy |
9,748
+1,245
| +15% | +$80.9K | 0.01% | 658 |
|
|
2023
Q4 | $508K | Sell |
8,503
-12,730
| -60% | -$760K | 0.01% | 709 |
|
|
2023
Q3 | $1.38M | Buy |
21,233
+12,795
| +152% | +$830K | 0.03% | 354 |
|
|
2023
Q2 | $496K | Buy |
8,438
+765
| +10% | +$45K | 0.01% | 645 |
|
|
2023
Q1 | $479K | Buy |
7,673
+683
| +10% | +$42.6K | 0.01% | 641 |
|
|
2022
Q4 | $440K | Sell |
6,990
-1,531
| -18% | -$96.4K | 0.01% | 552 |
|
|
2022
Q3 | $524K | Sell |
8,521
-1,735
| -17% | -$107K | 0.02% | 443 |
|
|
2022
Q2 | $604K | Buy |
10,256
+2,447
| +31% | +$144K | 0.03% | 373 |
|
|
2022
Q1 | $443K | Buy |
+7,809
| New | +$443K | 0.02% | 472 |
|
|
2019
Q3 | – | Sell |
-417
| Closed | -$21K | – | 944 |
|
|
2019
Q2 | $21K | Sell |
417
-3,374
| -89% | -$170K | ﹤0.01% | 795 |
|
|
2019
Q1 | $248K | Buy |
3,791
+3,374
| +809% | +$221K | 0.04% | 255 |
|
|
2018
Q4 | $26K | Sell |
417
-3,121
| -88% | -$195K | ﹤0.01% | 620 |
|
|
2018
Q3 | $290K | Sell |
3,538
-60
| -2% | -$4.92K | 0.07% | 140 |
|
|
2018
Q2 | $301K | Hold |
3,598
| – | – | 0.06% | 167 |
|
|
2018
Q1 | $234K | Sell |
3,598
-56
| -2% | -$3.64K | 0.05% | 204 |
|
|
2017
Q4 | $269K | Buy |
3,654
+2,797
| +326% | +$206K | 0.03% | 190 |
|
|
2017
Q3 | $55K | Sell |
857
-3,121
| -78% | -$200K | 0.02% | 364 |
|
|
2017
Q2 | $238K | Buy |
+3,978
| New | +$238K | 0.07% | 179 |
|