AFS
Aft Forsyth & Sober’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
26,600
+300
| +1% | +$32.3K | 0.97% | 29 |
|
|
2025
Q1 | $3.13M | Buy |
26,300
+200
| +0.8% | +$23.8K | 1.09% | 25 |
|
|
2024
Q4 | $2.81M | Hold |
26,100
| – | – | 0.91% | 31 |
|
|
2024
Q3 | $3.06M | Buy |
26,100
+400
| +2% | +$46.9K | 1.01% | 21 |
|
|
2024
Q2 | $2.96M | Hold |
25,700
| – | – | 1.01% | 25 |
|
|
2024
Q1 | $2.99M | Sell |
25,700
-1,000
| -4% | -$116K | 1.05% | 20 |
|
|
2023
Q4 | $2.67M | Hold |
26,700
| – | – | 1.03% | 17 |
|
|
2023
Q3 | $3.14M | Hold |
26,700
| – | – | 1.33% | 14 |
|
|
2023
Q2 | $2.86M | Buy |
26,700
+1,000
| +4% | +$107K | 1.19% | 14 |
|
|
2023
Q1 | $2.82M | Sell |
25,700
-1,000
| -4% | -$110K | 1.43% | 11 |
|
|
2022
Q4 | $2.95M | Hold |
26,700
| – | – | 1.33% | 12 |
|
|
2022
Q3 | $2.33M | Hold |
26,700
| – | – | 1.13% | 14 |
|
|
2022
Q2 | $2.29M | Hold |
26,700
| – | – | 1.06% | 15 |
|
|
2022
Q1 | $2.21M | Hold |
26,700
| – | – | 0.87% | 24 |
|
|
2021
Q4 | $1.63M | Hold |
26,700
| – | – | 0.57% | 44 |
|
|
2021
Q3 | $1.57M | Buy |
26,700
+500
| +2% | +$29.4K | 0.59% | 46 |
|
|
2021
Q2 | $1.65M | Hold |
26,200
| – | – | 0.62% | 32 |
|
|
2021
Q1 | $1.46M | Buy |
+26,200
| New | +$1.46M | 0.6% | 33 |
|