Ridgewood Investments’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-113
| Closed | -$5.82K | – | 706 |
|
|
2024
Q3 | $5.82K | Hold |
113
| – | – | ﹤0.01% | 544 |
|
|
2024
Q2 | $7.11K | Buy |
+113
| New | +$7.11K | ﹤0.01% | 531 |
|
|
2023
Q3 | – | Sell |
-233
| Closed | -$13.7K | – | 568 |
|
|
2023
Q2 | $13.7K | Buy |
233
+120
| +106% | +$7.05K | 0.01% | 486 |
|
|
2023
Q1 | $7.05K | Buy |
+113
| New | +$7.05K | ﹤0.01% | 547 |
|
|
2020
Q1 | – | Sell |
-21,104
| Closed | -$870K | – | 184 |
|
|
2019
Q4 | $870K | Sell |
21,104
-1,333
| -6% | -$55K | 0.62% | 38 |
|
|
2019
Q3 | $998K | Buy |
22,437
+1,674
| +8% | +$74.5K | 0.78% | 27 |
|
|
2019
Q2 | $1.04M | Buy |
20,763
+7,904
| +61% | +$397K | 0.82% | 26 |
|
|
2019
Q1 | $851K | Sell |
12,859
-1,030
| -7% | -$68.2K | 0.7% | 35 |
|
|
2018
Q4 | $1.14M | Hold |
13,889
| – | – | 0.91% | 20 |
|
|
2018
Q3 | $1.14M | Buy |
13,889
+39
| +0.3% | +$3.2K | 0.91% | 20 |
|
|
2018
Q2 | $1.16M | Sell |
13,850
-222
| -2% | -$18.6K | 1.03% | 16 |
|
|
2018
Q1 | $914K | Buy |
14,072
+1,667
| +13% | +$108K | 0.84% | 28 |
|
|
2017
Q4 | $914K | Buy |
12,405
+1,661
| +15% | +$122K | 0.82% | 31 |
|
|
2017
Q3 | $690K | Buy |
10,744
+313
| +3% | +$20.1K | 0.66% | 42 |
|
|
2017
Q2 | $625K | Buy |
10,431
+1,655
| +19% | +$99.2K | 0.63% | 42 |
|
|
2017
Q1 | $556K | Buy |
8,776
+2,085
| +31% | +$132K | 0.6% | 46 |
|
|
2016
Q4 | $476K | Buy |
+6,691
| New | +$476K | 0.56% | 50 |
|