RFA
Reilly Financial Advisors’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $103K | Buy |
3,542
+25
| +0.7% | +$727 | 0.01% | 283 |
|
|
2021
Q3 | $104K | Hold |
3,517
| – | – | 0.01% | 260 |
|
|
2021
Q2 | $110K | Sell |
3,517
-188
| -5% | -$5.88K | 0.01% | 259 |
|
|
2021
Q1 | $99K | Buy |
3,705
+109
| +3% | +$2.91K | 0.01% | 271 |
|
|
2020
Q4 | $62K | Sell |
3,596
-140
| -4% | -$2.41K | 0.01% | 305 |
|
|
2020
Q3 | $37K | Sell |
3,736
-400
| -10% | -$3.96K | ﹤0.01% | 346 |
|
|
2020
Q2 | $76K | Hold |
4,136
| – | – | 0.01% | 256 |
|
|
2020
Q1 | $48K | Buy |
4,136
+333
| +9% | +$3.87K | 0.01% | 302 |
|
|
2019
Q4 | $157K | Sell |
3,803
-4,787
| -56% | -$198K | 0.02% | 206 |
|
|
2019
Q3 | $382K | Sell |
8,590
-8,279
| -49% | -$368K | 0.05% | 152 |
|
|
2019
Q2 | $848K | Buy |
16,869
+13,158
| +355% | +$661K | 0.11% | 119 |
|
|
2019
Q1 | $246K | Buy |
3,711
+236
| +7% | +$15.6K | 0.03% | 159 |
|
|
2018
Q4 | $213K | Buy |
3,475
+617
| +22% | +$37.8K | 0.03% | 170 |
|
|
2018
Q3 | $235K | Hold |
2,858
| – | – | 0.03% | 166 |
|
|
2018
Q2 | $239K | Sell |
2,858
-500
| -15% | -$41.8K | 0.03% | 162 |
|
|
2018
Q1 | $218K | Sell |
3,358
-1
| -0% | -$65 | 0.03% | 158 |
|
|
2017
Q4 | $247K | Hold |
3,359
| – | – | 0.04% | 153 |
|
|
2017
Q3 | $216K | Hold |
3,359
| – | – | 0.03% | 149 |
|
|
2017
Q2 | $201K | Sell |
3,359
-500
| -13% | -$29.9K | 0.03% | 153 |
|
|
2017
Q1 | $245K | Sell |
3,859
-1,200
| -24% | -$76.2K | 0.04% | 138 |
|
|
2016
Q4 | $360K | Sell |
5,059
-50
| -1% | -$3.56K | 0.06% | 114 |
|
|
2016
Q3 | $373K | Sell |
5,109
-82
| -2% | -$5.99K | 0.07% | 112 |
|
|
2016
Q2 | $392K | Sell |
5,191
-930
| -15% | -$70.2K | 0.07% | 112 |
|
|
2016
Q1 | $419K | Sell |
6,121
-3,199
| -34% | -$219K | 0.07% | 98 |
|
|
2015
Q4 | $630K | Buy |
9,320
+3,281
| +54% | +$222K | 0.11% | 79 |
|
|
2015
Q3 | $399K | Sell |
6,039
-25
| -0.4% | -$1.65K | 0.07% | 133 |
|
|
2015
Q2 | $472K | Buy |
6,064
+25
| +0.4% | +$1.95K | 0.08% | 123 |
|
|
2015
Q1 | $441K | Sell |
6,039
-464
| -7% | -$33.9K | 0.08% | 124 |
|
|
2014
Q4 | $524K | Hold |
6,503
| – | – | 0.13% | 74 |
|
|
2014
Q3 | $625K | Hold |
6,503
| – | – | 0.15% | 62 |
|
|
2014
Q2 | $669K | Hold |
6,503
| – | – | 0.16% | 59 |
|
|
2014
Q1 | $620K | Sell |
6,503
-2,821
| -30% | -$269K | 0.15% | 67 |
|
|
2013
Q4 | $887K | Buy |
9,324
+4,439
| +91% | +$422K | 0.22% | 57 |
|
|
2013
Q3 | $463K | Sell |
4,885
-150
| -3% | -$14.2K | 0.13% | 68 |
|
|
2013
Q2 | $456K | Buy |
+5,035
| New | +$456K | 0.14% | 68 |
|