United Capital Financial Advisors’s Occidental Petroleum Corporation Warrants to Purchase Common Stock OXY.WS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,622
Closed -$286K 1103
2023
Q3
$286K Sell
6,622
-155
-2% -$6.7K ﹤0.01% 733
2023
Q2
$253K Sell
6,777
-450
-6% -$16.8K ﹤0.01% 807
2023
Q1
$296K Sell
7,227
-546
-7% -$22.4K ﹤0.01% 825
2022
Q4
$320K Buy
7,773
+3
+0% +$124 ﹤0.01% 869
2022
Q3
$308K Sell
7,770
-559
-7% -$22.2K ﹤0.01% 903
2022
Q2
$308K Sell
8,329
-763
-8% -$28.2K ﹤0.01% 933
2022
Q1
$320K Buy
+9,092
New +$320K ﹤0.01% 964
2021
Q3
Sell
-10,606
Closed -$148K 1226
2021
Q2
$148K Sell
10,606
-2,128
-17% -$29.7K ﹤0.01% 1181
2021
Q1
$152K Buy
12,734
+2,608
+26% +$31.1K ﹤0.01% 1146
2020
Q4
$69K Sell
10,126
-3,026
-23% -$20.6K ﹤0.01% 1159
2020
Q3
$39K Buy
+13,152
New +$39K ﹤0.01% 1132