Sonora Investment Management Group’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 |
-4,170
| Closed | -$215K | – | 308 |
|
|
2024
Q3 | $215K | Sell |
4,170
-223
| -5% | -$11.5K | 0.02% | 264 |
|
|
2024
Q2 | $285K | Hold |
4,393
| – | – | 0.02% | 229 |
|
|
2024
Q1 | $285K | Buy |
4,393
+145
| +3% | +$9.42K | 0.02% | 230 |
|
|
2023
Q4 | $254K | Buy |
4,248
+825
| +24% | +$49.3K | 0.02% | 228 |
|
|
2023
Q3 | $222K | Buy |
+3,423
| New | +$222K | 0.02% | 230 |
|
|
2023
Q2 | – | Sell |
-5,533
| Closed | -$345K | – | 278 |
|
|
2023
Q1 | $345K | Hold |
5,533
| – | – | 0.03% | 194 |
|
|
2022
Q4 | $349K | Buy |
5,533
+1,441
| +35% | +$90.8K | 0.03% | 191 |
|
|
2022
Q3 | $241K | Hold |
4,092
| – | – | 0.03% | 173 |
|
|
2022
Q2 | $241K | Hold |
4,092
| – | – | 0.02% | 206 |
|
|
2022
Q1 | $232K | Buy |
+4,092
| New | +$232K | 0.03% | 187 |
|