SOA Wealth Advisors’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28K | Hold |
78
| – | – | ﹤0.01% | 678 |
|
|
2025
Q1 | $3.85K | Hold |
78
| – | – | ﹤0.01% | 657 |
|
|
2024
Q4 | $3.85K | Hold |
78
| – | – | ﹤0.01% | 635 |
|
|
2024
Q3 | $4.02K | Hold |
78
| – | – | ﹤0.01% | 619 |
|
|
2024
Q2 | $4.92K | Hold |
78
| – | – | ﹤0.01% | 606 |
|
|
2024
Q1 | $5.07K | Sell |
78
-1
| -1% | -$65 | ﹤0.01% | 610 |
|
|
2023
Q4 | $4.7K | Sell |
79
-242
| -75% | -$14.4K | ﹤0.01% | 606 |
|
|
2023
Q3 | $20.8K | Buy |
321
+1
| +0.3% | +$65 | 0.01% | 414 |
|
|
2023
Q2 | $18.8K | Hold |
320
| – | – | ﹤0.01% | 442 |
|
|
2023
Q1 | $20K | Buy |
320
+1
| +0.3% | +$62 | ﹤0.01% | 424 |
|
|
2022
Q4 | $20.1K | Buy |
319
+1
| +0.3% | +$63 | 0.01% | 404 |
|
|
2022
Q3 | $19K | Hold |
318
| – | – | 0.01% | 402 |
|
|
2022
Q2 | $18K | Buy |
318
+1
| +0.3% | +$57 | 0.01% | 406 |
|
|
2022
Q1 | $18K | Hold |
317
| – | – | ﹤0.01% | 487 |
|
|
2021
Q4 | $9K | Sell |
317
-100
| -24% | -$2.84K | ﹤0.01% | 592 |
|
|
2021
Q3 | $12K | Hold |
417
| – | – | ﹤0.01% | 550 |
|
|
2021
Q2 | $13K | Hold |
417
| – | – | ﹤0.01% | 530 |
|
|
2021
Q1 | $11K | Hold |
417
| – | – | ﹤0.01% | 498 |
|
|
2020
Q4 | $10K | Buy |
+417
| New | +$10K | ﹤0.01% | 517 |
|