Sweet Financial Partners’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 | $466K | Hold |
9,035
| – | – | 0.1% | 130 |
|
|
2024
Q2 | $569K | Hold |
9,035
| – | – | 0.13% | 110 |
|
|
2024
Q1 | $587K | Hold |
9,035
| – | – | 0.14% | 114 |
|
|
2023
Q4 | $539K | Hold |
9,035
| – | – | 0.13% | 113 |
|
|
2023
Q3 | $586K | Hold |
9,035
| – | – | 0.16% | 92 |
|
|
2023
Q2 | $531K | Hold |
9,035
| – | – | 0.14% | 102 |
|
|
2023
Q1 | $564K | Sell |
9,035
-4,000
| -31% | -$250K | 0.16% | 97 |
|
|
2022
Q4 | $821K | Buy |
13,035
+48
| +0.4% | +$3.02K | 0.24% | 61 |
|
|
2022
Q3 | $798K | Sell |
12,987
-52
| -0.4% | -$3.2K | 0.25% | 57 |
|
|
2022
Q2 | $768K | Sell |
13,039
-4,607
| -26% | -$271K | 0.24% | 61 |
|
|
2022
Q1 | $1M | Buy |
+17,646
| New | +$1M | 0.27% | 47 |
|