Sugarloaf Wealth 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
Q3 | – | Sell |
-8
| Closed | -$504 | – | 703 |
|
|
2024
Q2 | $504 | Sell |
8
-50
| -86% | -$3.15K | ﹤0.01% | 628 |
|
|
2024
Q1 | $3.77K | Hold |
58
| – | – | ﹤0.01% | 555 |
|
|
2023
Q4 | $3.46K | Hold |
58
| – | – | ﹤0.01% | 570 |
|
|
2023
Q3 | $3.76K | Hold |
58
| – | – | ﹤0.01% | 560 |
|
|
2023
Q2 | $3.41K | Hold |
58
| – | – | ﹤0.01% | 576 |
|
|
2023
Q1 | $3.62K | Hold |
58
| – | – | ﹤0.01% | 573 |
|
|
2022
Q4 | $3.65K | Hold |
58
| – | – | ﹤0.01% | 614 |
|
|
2022
Q3 | $5K | Hold |
58
| – | – | ﹤0.01% | 619 |
|
|
2022
Q2 | $3K | Hold |
58
| – | – | ﹤0.01% | 654 |
|
|
2022
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 611 |
|
|
2021
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 674 |
|
|
2021
Q3 | $2K | Sell |
58
-200
| -78% | -$6.9K | ﹤0.01% | 680 |
|
|
2021
Q2 | $8K | Hold |
258
| – | – | ﹤0.01% | 527 |
|
|
2021
Q1 | $7 | Hold |
258
| – | – | ﹤0.01% | 550 |
|
|
2020
Q4 | $4K | Hold |
258
| – | – | ﹤0.01% | 576 |
|
|
2020
Q3 | $3K | Sell |
258
-51
| -17% | -$593 | ﹤0.01% | 582 |
|
|
2020
Q2 | $6K | Buy |
309
+3
| +1% | +$58 | ﹤0.01% | 500 |
|
|
2020
Q1 | $4K | Buy |
306
+1
| +0.3% | +$13 | ﹤0.01% | 543 |
|
|
2019
Q4 | $13K | Buy |
+305
| New | +$13K | 0.01% | 435 |
|