Outlook 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,355
| Closed | -$274K | – | 268 |
|
|
2024
Q2 | $274K | Hold |
4,355
| – | – | 0.09% | 231 |
|
|
2024
Q1 | $283K | Hold |
4,355
| – | – | 0.09% | 217 |
|
|
2023
Q4 | $260K | Hold |
4,355
| – | – | 0.09% | 184 |
|
|
2023
Q3 | $283K | Sell |
4,355
-191
| -4% | -$12.4K | 0.11% | 167 |
|
|
2023
Q2 | $267K | Buy |
4,546
+615
| +16% | +$36.2K | 0.1% | 171 |
|
|
2023
Q1 | $245K | Hold |
3,931
| – | – | 0.11% | 167 |
|
|
2022
Q4 | $248K | Hold |
3,931
| – | – | 0.12% | 152 |
|
|
2022
Q3 | $241K | Hold |
3,931
| – | – | 0.11% | 164 |
|
|
2022
Q2 | $231K | Hold |
3,931
| – | – | 0.09% | 173 |
|
|
2022
Q1 | $223K | Buy |
+3,931
| New | +$223K | 0.07% | 190 |
|
|
2019
Q4 | – | Sell |
-7,856
| Closed | -$349K | – | 157 |
|
|
2019
Q3 | $349K | Sell |
7,856
-3,516
| -31% | -$156K | 0.21% | 113 |
|
|
2019
Q2 | $572K | Buy |
11,372
+1,379
| +14% | +$69.4K | 0.38% | 67 |
|
|
2019
Q1 | $662K | Buy |
9,993
+8,027
| +408% | +$532K | 0.55% | 48 |
|
|
2018
Q4 | $1.21M | Buy |
+1,966
| New | +$1.21M | 0.55% | 44 |
|