Sutton Wealth Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $21.4K | Hold |
330
| – | – | 0.01% | 351 |
|
|
2023
Q2 | $19.4K | Sell |
330
-21
| -6% | -$1.24K | 0.01% | 356 |
|
|
2023
Q1 | $21.9K | Sell |
351
-9
| -3% | -$562 | 0.01% | 300 |
|
|
2022
Q4 | $22.7K | Hold |
360
| – | – | 0.01% | 649 |
|
|
2022
Q3 | $22.1K | Hold |
360
| – | – | 0.01% | 629 |
|
|
2022
Q2 | $21.2K | Buy |
360
+66
| +22% | +$3.89K | 0.01% | 656 |
|
|
2022
Q1 | $16.7K | Buy |
294
+9
| +3% | +$511 | 0.01% | 774 |
|
|
2021
Q4 | $8.26K | Hold |
285
| – | – | ﹤0.01% | 990 |
|
|
2021
Q3 | $8.43K | Buy |
285
+8
| +3% | +$237 | ﹤0.01% | 964 |
|
|
2021
Q2 | $8.66K | Buy |
277
+12
| +5% | +$375 | ﹤0.01% | 950 |
|
|
2021
Q1 | $7.05K | Buy |
265
+24
| +10% | +$639 | ﹤0.01% | 955 |
|
|
2020
Q4 | $4.17K | Buy |
241
+5
| +2% | +$87 | ﹤0.01% | 1010 |
|
|
2020
Q3 | $2.36K | Sell |
236
-33
| -12% | -$330 | ﹤0.01% | 1055 |
|
|
2020
Q2 | $4.92K | Buy |
269
+67
| +33% | +$1.23K | ﹤0.01% | 895 |
|
|
2020
Q1 | $2.34K | Buy |
202
+121
| +149% | +$1.4K | ﹤0.01% | 1018 |
|
|
2019
Q4 | $3.34K | Sell |
81
-95
| -54% | -$3.92K | ﹤0.01% | 998 |
|
|
2019
Q3 | $7.83K | Buy |
176
+108
| +159% | +$4.8K | ﹤0.01% | 859 |
|
|
2019
Q2 | $3.42K | Sell |
68
-75
| -52% | -$3.77K | ﹤0.01% | 978 |
|
|
2019
Q1 | $9.47K | Buy |
143
+12
| +9% | +$794 | 0.01% | 793 |
|
|
2018
Q4 | $8.04K | Buy |
131
+14
| +12% | +$859 | 0.01% | 792 |
|
|
2018
Q3 | $9.61K | Hold |
117
| – | – | 0.01% | 792 |
|
|
2018
Q2 | $9.79K | Hold |
117
| – | – | 0.01% | 835 |
|
|
2018
Q1 | $7.6K | Sell |
117
-153
| -57% | -$9.94K | 0.01% | 873 |
|
|
2017
Q4 | $19.9K | Sell |
270
-36
| -12% | -$2.65K | 0.01% | 558 |
|
|
2017
Q3 | $19.6K | Hold |
306
| – | – | 0.02% | 550 |
|
|
2017
Q2 | $18.3K | Buy |
306
+32
| +12% | +$1.92K | 0.01% | 561 |
|
|
2017
Q1 | $17.4K | Sell |
274
-20
| -7% | -$1.27K | 0.01% | 563 |
|
|
2016
Q4 | $20.9K | Hold |
294
| – | – | 0.02% | 479 |
|
|
2016
Q3 | $21.4K | Hold |
294
| – | – | 0.02% | 444 |
|
|
2016
Q2 | $22.2K | Hold |
294
| – | – | 0.02% | 419 |
|
|
2016
Q1 | $20.1K | Buy |
+294
| New | +$20.1K | 0.02% | 439 |
|