Rockbridge Investment 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
Q1 | – | Sell |
-26
| Closed | -$1.55K | – | 476 |
|
|
2023
Q4 | $1.55K | Buy |
+26
| New | +$1.55K | ﹤0.01% | 568 |
|
|
2022
Q3 | – | Sell |
-26
| Closed | -$1.53K | – | 448 |
|
|
2022
Q2 | $1.53K | Sell |
26
-71
| -73% | -$4.18K | ﹤0.01% | 553 |
|
|
2022
Q1 | $5.64K | Sell |
97
-240
| -71% | -$13.9K | ﹤0.01% | 598 |
|
|
2021
Q4 | $10K | Buy |
337
+240
| +247% | +$7.12K | ﹤0.01% | 569 |
|
|
2021
Q3 | $3K | Hold |
97
| – | – | ﹤0.01% | 649 |
|
|
2021
Q2 | $3K | Hold |
97
| – | – | ﹤0.01% | 652 |
|
|
2021
Q1 | $3K | Hold |
97
| – | – | ﹤0.01% | 628 |
|
|
2020
Q4 | $2K | Sell |
97
-33
| -25% | -$680 | ﹤0.01% | 641 |
|
|
2020
Q3 | $1K | Sell |
130
-708
| -84% | -$5.45K | ﹤0.01% | 623 |
|
|
2020
Q2 | $15K | Buy |
+838
| New | +$15K | ﹤0.01% | 379 |
|