Spirit of America Management Corp’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 | $1.52M | Hold |
36,100
| – | – | 0.32% | 85 |
|
|
2025
Q1 | $1.78M | Sell |
36,100
-500
| -1% | -$24.7K | 0.36% | 71 |
|
|
2024
Q4 | $1.81M | Sell |
36,600
-4,500
| -11% | -$222K | 0.37% | 67 |
|
|
2024
Q3 | $2.12M | Sell |
41,100
-500
| -1% | -$25.8K | 0.42% | 57 |
|
|
2024
Q2 | $2.62M | Buy |
41,600
+7,400
| +22% | +$466K | 0.53% | 50 |
|
|
2024
Q1 | $2.22M | Buy |
34,200
+8,900
| +35% | +$578K | 0.45% | 62 |
|
|
2023
Q4 | $1.51M | Buy |
25,300
+12,800
| +102% | +$764K | 0.33% | 75 |
|
|
2023
Q3 | $811K | Hold |
12,500
| – | – | 0.18% | 99 |
|
|
2023
Q2 | $735K | Hold |
12,500
| – | – | 0.17% | 113 |
|
|
2023
Q1 | $780K | Buy |
12,500
+500
| +4% | +$31.2K | 0.17% | 113 |
|
|
2022
Q4 | $756K | Buy |
12,000
+500
| +4% | +$31.5K | 0.17% | 117 |
|
|
2022
Q3 | $707K | Buy |
11,500
+1,000
| +10% | +$61.5K | 0.17% | 123 |
|
|
2022
Q2 | $618K | Buy |
10,500
+6,500
| +163% | +$383K | 0.14% | 135 |
|
|
2022
Q1 | $227K | Buy |
+4,000
| New | +$227K | 0.04% | 197 |
|
|
2020
Q1 | – | Sell |
-42,955
| Closed | -$1.77M | – | 237 |
|
|
2019
Q4 | $1.77M | Sell |
42,955
-6,930
| -14% | -$286K | 0.31% | 74 |
|
|
2019
Q3 | $2.22M | Hold |
49,885
| – | – | 0.36% | 61 |
|
|
2019
Q2 | $2.51M | Sell |
49,885
-2,065
| -4% | -$104K | 0.38% | 59 |
|
|
2019
Q1 | $3.44M | Sell |
51,950
-22,850
| -31% | -$1.51M | 0.5% | 47 |
|
|
2018
Q4 | $4.59M | Sell |
74,800
-2,950
| -4% | -$181K | 0.72% | 39 |
|
|
2018
Q3 | $6.39M | Hold |
77,750
| – | – | 0.79% | 36 |
|
|
2018
Q2 | $6.51M | Buy |
77,750
+4,000
| +5% | +$335K | 0.8% | 36 |
|
|
2018
Q1 | $4.79M | Buy |
73,750
+3,700
| +5% | +$240K | 0.63% | 46 |
|
|
2017
Q4 | $5.16M | Hold |
70,050
| – | – | 0.57% | 51 |
|
|
2017
Q3 | $4.5M | Hold |
70,050
| – | – | 0.48% | 53 |
|
|
2017
Q2 | $4.19M | Buy |
70,050
+5,500
| +9% | +$329K | 0.45% | 52 |
|
|
2017
Q1 | $4.09M | Hold |
64,550
| – | – | 0.43% | 57 |
|
|
2016
Q4 | $4.6M | Buy |
64,550
+11,250
| +21% | +$801K | 0.54% | 55 |
|
|
2016
Q3 | $3.89M | Hold |
53,300
| – | – | 0.51% | 52 |
|
|
2016
Q2 | $4.03M | Hold |
53,300
| – | – | 0.59% | 49 |
|
|
2016
Q1 | $3.65M | Buy |
53,300
+28,558
| +115% | +$1.95M | 0.65% | 46 |
|
|
2015
Q4 | $1.67M | Buy |
+24,742
| New | +$1.67M | 0.32% | 79 |
|