Ritholtz Wealth Management’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 |
-7,241
| Closed | -$456K | – | 900 |
|
|
2024
Q2 | $456K | Sell |
7,241
-1,757
| -20% | -$111K | 0.02% | 554 |
|
|
2024
Q1 | $585K | Sell |
8,998
-919
| -9% | -$59.7K | 0.02% | 490 |
|
|
2023
Q4 | $592K | Sell |
9,917
-1,339
| -12% | -$80K | 0.02% | 451 |
|
|
2023
Q3 | $730K | Buy |
11,256
+1,619
| +17% | +$105K | 0.03% | 364 |
|
|
2023
Q2 | $567K | Buy |
+9,637
| New | +$567K | 0.03% | 405 |
|
|
2022
Q4 | – | Sell |
-9,457
| Closed | -$581K | – | 696 |
|
|
2022
Q3 | $581K | Buy |
+9,457
| New | +$581K | 0.03% | 361 |
|