Trek Financial’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 |
-75,141
| Closed | -$4.74M | – | 435 |
|
|
2024
Q2 | $4.74M | Sell |
75,141
-64,480
| -46% | -$4.06M | 0.38% | 68 |
|
|
2024
Q1 | $9.07M | Buy |
139,621
+42,651
| +44% | +$2.77M | 0.72% | 36 |
|
|
2023
Q4 | $5.79M | Buy |
96,970
+4,427
| +5% | +$264K | 0.5% | 48 |
|
|
2023
Q3 | $6M | Sell |
92,543
-19
| -0% | -$1.23K | 0.55% | 49 |
|
|
2023
Q2 | $5.44M | Sell |
92,562
-36,813
| -28% | -$2.16M | 0.48% | 57 |
|
|
2023
Q1 | $8.08M | Buy |
129,375
+30,528
| +31% | +$1.91M | 0.75% | 36 |
|
|
2022
Q4 | $6.23M | Buy |
98,847
+22,462
| +29% | +$1.41M | 0.62% | 39 |
|
|
2022
Q3 | $4.69M | Buy |
76,385
+6,722
| +10% | +$413K | 0.49% | 47 |
|
|
2022
Q2 | $4.1M | Buy |
+69,663
| New | +$4.1M | 0.42% | 41 |
|