Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,173
| Closed | -$200K | – | 552 |
|
|
2024
Q2 | $200K | Sell |
3,173
-1,242
| -28% | -$78.3K | 0.01% | 550 |
|
|
2024
Q1 | $287K | Buy |
+4,415
| New | +$287K | 0.02% | 471 |
|
|
2023
Q4 | – | Sell |
-3,903
| Closed | -$253K | – | 557 |
|
|
2023
Q3 | $253K | Sell |
3,903
-149
| -4% | -$9.67K | 0.02% | 420 |
|
|
2023
Q2 | $238K | Buy |
4,052
+700
| +21% | +$41.2K | 0.02% | 448 |
|
|
2023
Q1 | $209K | Buy |
3,352
+51
| +2% | +$3.18K | 0.02% | 474 |
|
|
2022
Q4 | $208K | Sell |
3,301
-105
| -3% | -$6.61K | 0.02% | 447 |
|
|
2022
Q3 | $209K | Sell |
3,406
-100
| -3% | -$6.14K | 0.02% | 435 |
|
|
2022
Q2 | $206K | Buy |
+3,506
| New | +$206K | 0.02% | 456 |
|
|
2015
Q4 | – | Sell |
-677
| Closed | -$44K | – | 692 |
|
|
2015
Q3 | $44K | Buy |
677
+150
| +28% | +$9.75K | 0.01% | 449 |
|
|
2015
Q2 | $40K | Hold |
527
| – | – | 0.01% | 453 |
|
|
2015
Q1 | $38K | Buy |
527
+401
| +318% | +$28.9K | 0.01% | 462 |
|
|
2014
Q4 | $10K | Sell |
126
-215
| -63% | -$17.1K | ﹤0.01% | 636 |
|
|
2014
Q3 | $31K | Buy |
341
+129
| +61% | +$11.7K | 0.01% | 483 |
|
|
2014
Q2 | $21K | Hold |
212
| – | – | 0.01% | 536 |
|
|
2014
Q1 | $19K | Hold |
212
| – | – | 0.01% | 522 |
|
|
2013
Q4 | $19K | Sell |
212
-606
| -74% | -$54.3K | 0.01% | 464 |
|
|
2013
Q3 | $73K | Buy |
818
+1
| +0.1% | +$89 | 0.04% | 265 |
|
|
2013
Q2 | $71K | Buy |
+817
| New | +$71K | 0.04% | 264 |
|