Tradition 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
Q1 | – | Sell |
-838
| Closed | -$50K | – | 942 |
|
|
2023
Q4 | $50K | Buy |
838
+51
| +6% | +$3.04K | 0.01% | 628 |
|
|
2023
Q3 | $51K | Buy |
787
+280
| +55% | +$18.1K | 0.01% | 599 |
|
|
2023
Q2 | $30K | Buy |
507
+321
| +173% | +$19K | ﹤0.01% | 772 |
|
|
2023
Q1 | $12K | Buy |
186
+58
| +45% | +$3.74K | ﹤0.01% | 968 |
|
|
2022
Q4 | $8K | Buy |
128
+3
| +2% | +$188 | ﹤0.01% | 951 |
|
|
2022
Q3 | $8K | Buy |
125
+5
| +4% | +$320 | ﹤0.01% | 981 |
|
|
2022
Q2 | $7K | Hold |
120
| – | – | ﹤0.01% | 901 |
|
|
2022
Q1 | $7K | Sell |
120
-9
| -7% | -$525 | ﹤0.01% | 973 |
|
|
2021
Q4 | $4K | Sell |
129
-112
| -46% | -$3.47K | ﹤0.01% | 1095 |
|
|
2021
Q3 | $7K | Hold |
241
| – | – | ﹤0.01% | 979 |
|
|
2021
Q2 | $8K | Buy |
+241
| New | +$8K | ﹤0.01% | 987 |
|
|
2021
Q1 | – | Sell |
-232
| Closed | -$4K | – | 960 |
|
|
2020
Q4 | $4K | Buy |
+232
| New | +$4K | ﹤0.01% | 876 |
|