Wakefield Asset 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 |
-35,732
| Closed | -$2.13M | – | 171 |
|
|
2023
Q4 | $2.13M | Buy |
35,732
+25,540
| +251% | +$1.53M | 0.79% | 43 |
|
|
2023
Q3 | $661K | Sell |
10,192
-1,114
| -10% | -$72.3K | 0.3% | 100 |
|
|
2023
Q2 | $665K | Buy |
+11,306
| New | +$665K | 0.26% | 115 |
|
|
2019
Q2 | – | Sell |
-421
| Closed | -$28K | – | 216 |
|
|
2019
Q1 | $28K | Hold |
421
| – | – | 0.01% | 175 |
|
|
2018
Q4 | $26K | Sell |
421
-5,089
| -92% | -$314K | 0.01% | 184 |
|
|
2018
Q3 | $453K | Buy |
+5,510
| New | +$453K | 0.18% | 73 |
|