Principal Securities’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 | $237K | Buy |
5,652
+1,654
| +41% | +$69.5K | ﹤0.01% | 1162 |
|
|
2025
Q1 | $198K | Hold |
3,998
| – | – | ﹤0.01% | 1141 |
|
|
2024
Q4 | $198K | Sell |
3,998
-205
| -5% | -$10.1K | ﹤0.01% | 1140 |
|
|
2024
Q3 | $217K | Buy |
4,203
+40
| +1% | +$2.06K | 0.01% | 1071 |
|
|
2024
Q2 | $262K | Buy |
4,163
+306
| +8% | +$19.3K | 0.01% | 939 |
|
|
2024
Q1 | $251K | Sell |
3,857
-274
| -7% | -$17.8K | 0.01% | 927 |
|
|
2023
Q4 | $247K | Buy |
+4,131
| New | +$247K | 0.01% | 864 |
|