ACA
Affinity Capital Advisors’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.26M | Sell |
20,966
-702
| -3% | -$75.7K | 0.39% | 40 |
|
2025
Q1 | $2.23M | Buy |
21,668
+19,469
| +885% | +$2.01M | 0.44% | 36 |
|
2024
Q4 | $239K | Hold |
2,199
| – | – | 0.05% | 140 |
|
2024
Q3 | $258K | Sell |
2,199
-6
| -0.3% | -$703 | 0.05% | 133 |
|
2024
Q2 | $254K | Buy |
2,205
+118
| +6% | +$13.6K | 0.05% | 131 |
|
2024
Q1 | $243K | Buy |
+2,087
| New | +$243K | 0.05% | 134 |
|
2023
Q4 | – | Sell |
-2,061
| Closed | -$242K | – | 141 |
|
2023
Q3 | $242K | Sell |
2,061
-117
| -5% | -$13.8K | 0.07% | 111 |
|
2023
Q2 | $234K | Buy |
+2,178
| New | +$234K | 0.06% | 113 |
|
2020
Q1 | – | Sell |
-6,069
| Closed | -$424K | – | 118 |
|
2019
Q4 | $424K | Buy |
+6,069
| New | +$424K | 0.28% | 59 |
|