Allegiance Financial Group Advisory Services’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 | $897K | Sell |
8,322
-347
| -4% | -$37.4K | 0.24% | 43 |
|
|
2025
Q1 | $1.03M | Sell |
8,669
-3,015
| -26% | -$359K | 0.31% | 36 |
|
|
2024
Q4 | $1.26M | Buy |
11,684
+7,192
| +160% | +$774K | 0.41% | 34 |
|
|
2024
Q3 | $527K | Buy |
4,492
+900
| +25% | +$105K | 0.18% | 44 |
|
|
2024
Q2 | $414K | Sell |
3,592
-13
| -0.4% | -$1.5K | 0.16% | 49 |
|
|
2024
Q1 | $419K | Sell |
3,605
-18
| -0.5% | -$2.09K | 0.17% | 50 |
|
|
2023
Q4 | $362K | Buy |
3,623
+2
| +0.1% | +$200 | 0.17% | 51 |
|
|
2023
Q3 | $426K | Hold |
3,621
| – | – | 0.24% | 46 |
|
|
2023
Q2 | $388K | Buy |
3,621
+3
| +0.1% | +$322 | 0.23% | 49 |
|
|
2023
Q1 | $397K | Buy |
3,618
+2
| +0.1% | +$219 | 0.29% | 47 |
|
|
2022
Q4 | $399K | Buy |
+3,616
| New | +$399K | 0.38% | 46 |
|