Affiance Financial’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
2,483
+42
| +2% | +$4.53K | 0.05% | 88 |
|
|
2025
Q1 | $290K | Sell |
2,441
-394
| -14% | -$46.9K | 0.07% | 86 |
|
|
2024
Q4 | $305K | Sell |
2,835
-20
| -0.7% | -$2.15K | 0.07% | 85 |
|
|
2024
Q3 | $335K | Sell |
2,855
-139
| -5% | -$16.3K | 0.08% | 81 |
|
|
2024
Q2 | $345K | Sell |
2,994
-205
| -6% | -$23.6K | 0.09% | 78 |
|
|
2024
Q1 | $372K | Hold |
3,199
| – | – | 0.1% | 74 |
|
|
2023
Q4 | $320K | Hold |
3,199
| – | – | 0.09% | 83 |
|
|
2023
Q3 | $376K | Sell |
3,199
-146
| -4% | -$17.2K | 0.19% | 72 |
|
|
2023
Q2 | $359K | Buy |
3,345
+1,460
| +77% | +$157K | 0.17% | 81 |
|
|
2023
Q1 | $207K | Hold |
1,885
| – | – | 0.11% | 94 |
|
|
2022
Q4 | $208K | Buy |
+1,885
| New | +$208K | 0.08% | 96 |
|
|
2021
Q4 | – | Sell |
-5,252
| Closed | -$309K | – | 157 |
|
|
2021
Q3 | $309K | Sell |
5,252
-438
| -8% | -$25.8K | 0.13% | 89 |
|
|
2021
Q2 | $359K | Hold |
5,690
| – | – | 0.15% | 86 |
|
|
2021
Q1 | $318K | Hold |
5,690
| – | – | 0.14% | 88 |
|
|
2020
Q4 | $235K | Buy |
+5,690
| New | +$235K | 0.12% | 90 |
|
|
2020
Q1 | – | Sell |
-9,449
| Closed | -$659K | – | 153 |
|
|
2019
Q4 | $659K | Sell |
9,449
-5,398
| -36% | -$376K | 0.36% | 45 |
|
|
2019
Q3 | $1.05M | Sell |
14,847
-2,210
| -13% | -$156K | 0.64% | 32 |
|
|
2019
Q2 | $1.31M | Buy |
17,057
+4,025
| +31% | +$308K | 0.8% | 25 |
|
|
2019
Q1 | $1.05M | Hold |
13,032
| – | – | 0.66% | 28 |
|
|
2018
Q4 | $889K | Hold |
13,032
| – | – | 0.59% | 36 |
|
|
2018
Q3 | $1.11M | Buy |
13,032
+127
| +1% | +$10.8K | 0.73% | 26 |
|
|
2018
Q2 | $1.07M | Buy |
12,905
+236
| +2% | +$19.5K | 0.82% | 24 |
|
|
2018
Q1 | $945K | Buy |
12,669
+334
| +3% | +$24.9K | 0.83% | 23 |
|
|
2017
Q4 | $1.03M | Sell |
12,335
-891
| -7% | -$74.5K | 0.76% | 23 |
|
|
2017
Q3 | $1.08M | Buy |
13,226
+21
| +0.2% | +$1.72K | 0.87% | 22 |
|
|
2017
Q2 | $1.07M | Sell |
13,205
-472
| -3% | -$38.1K | 0.85% | 23 |
|
|
2017
Q1 | $1.12M | Sell |
13,677
-265
| -2% | -$21.7K | 0.87% | 24 |
|
|
2016
Q4 | $1.26M | Buy |
13,942
+2,786
| +25% | +$251K | 1.01% | 18 |
|
|
2016
Q3 | $974K | Buy |
11,156
+20
| +0.2% | +$1.75K | 0.79% | 24 |
|
|
2016
Q2 | $1.04M | Sell |
11,136
-2,941
| -21% | -$276K | 0.88% | 22 |
|
|
2016
Q1 | $1.18M | Buy |
14,077
+148
| +1% | +$12.4K | 1.13% | 18 |
|
|
2015
Q4 | $1.09M | Buy |
13,929
+75
| +0.5% | +$5.85K | 1.12% | 18 |
|
|
2015
Q3 | $1.03M | Buy |
13,854
+23
| +0.2% | +$1.71K | 1.29% | 18 |
|
|
2015
Q2 | $1.15M | Sell |
13,831
-448
| -3% | -$37.3K | 1.47% | 14 |
|
|
2015
Q1 | $1.21M | Sell |
14,279
-19
| -0.1% | -$1.62K | 1.85% | 11 |
|
|
2014
Q4 | $1.32M | Buy |
+14,298
| New | +$1.32M | 2.32% | 9 |
|