Sowell Financial Services’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Sell |
9,227
-10,374
| -53% | -$436K | 0.02% | 687 |
|
|
2025
Q1 | $967K | Buy |
19,601
+1,737
| +10% | +$85.7K | 0.04% | 396 |
|
|
2024
Q4 | $883K | Sell |
17,864
-1,764
| -9% | -$87.2K | 0.05% | 328 |
|
|
2024
Q3 | $1.02M | Buy |
+19,628
| New | +$1.02M | 0.05% | 337 |
|
|
2024
Q2 | – | Sell |
-10,742
| Closed | -$701K | – | 554 |
|
|
2024
Q1 | $701K | Buy |
+10,742
| New | +$701K | 0.03% | 402 |
|
|
2023
Q3 | – | Sell |
-32,773
| Closed | -$1.93M | – | 579 |
|
|
2023
Q2 | $1.93M | Buy |
32,773
+2,718
| +9% | +$160K | 0.11% | 221 |
|
|
2023
Q1 | $1.88M | Buy |
30,055
+12,155
| +68% | +$759K | 0.14% | 166 |
|
|
2022
Q4 | $1.13M | Sell |
17,900
-933
| -5% | -$58.9K | 0.07% | 298 |
|
|
2022
Q3 | $1.16M | Sell |
18,833
-7,792
| -29% | -$480K | 0.12% | 220 |
|
|
2022
Q2 | $1.53M | Buy |
26,625
+12,521
| +89% | +$720K | 0.14% | 133 |
|
|
2022
Q1 | $833K | Buy |
+14,104
| New | +$833K | 0.15% | 104 |
|
|
2021
Q2 | – | Sell |
-9,364
| Closed | -$250K | – | 2052 |
|
|
2021
Q1 | $250K | Sell |
9,364
-13,030
| -58% | -$348K | 0.01% | 924 |
|
|
2020
Q4 | $388K | Sell |
22,394
-778
| -3% | -$13.5K | 0.02% | 603 |
|
|
2020
Q3 | $232K | Buy |
23,172
+6,270
| +37% | +$62.8K | 0.01% | 682 |
|
|
2020
Q2 | $309K | Sell |
16,902
-1,456
| -8% | -$26.6K | 0.02% | 586 |
|
|
2020
Q1 | $213K | Sell |
18,358
-14,634
| -44% | -$170K | 0.02% | 632 |
|
|
2019
Q4 | $1.36M | Buy |
32,992
+1,742
| +6% | +$71.8K | 0.1% | 206 |
|
|
2019
Q3 | $1.39M | Buy |
+31,250
| New | +$1.39M | 0.11% | 185 |
|
|
2019
Q1 | $228K | Sell |
3,439
-872
| -20% | -$57.8K | 0.03% | 500 |
|
|
2018
Q4 | $265K | Sell |
4,311
-482
| -10% | -$29.6K | 0.04% | 409 |
|
|
2018
Q3 | $394K | Sell |
4,793
-1,499
| -24% | -$123K | 0.06% | 236 |
|
|
2018
Q2 | $492K | Sell |
6,292
-2,735
| -30% | -$214K | 0.1% | 171 |
|
|
2018
Q1 | $694K | Buy |
9,027
+382
| +4% | +$29.4K | 0.17% | 126 |
|
|
2017
Q4 | $652K | Buy |
8,645
+76
| +0.9% | +$5.73K | 0.16% | 128 |
|
|
2017
Q3 | $561K | Buy |
8,569
+84
| +1% | +$5.5K | 0.15% | 133 |
|
|
2017
Q2 | $521K | Buy |
8,485
+104
| +1% | +$6.39K | 0.15% | 129 |
|
|
2017
Q1 | $513K | Buy |
8,381
+142
| +2% | +$8.69K | 0.15% | 143 |
|
|
2016
Q4 | $553K | Buy |
+8,239
| New | +$553K | 0.19% | 111 |
|