Alpha Financial Partners’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 | $489K | Sell |
4,540
-108
| -2% | -$11.6K | 0.35% | 47 |
|
|
2025
Q1 | $553K | Sell |
4,648
-277
| -6% | -$32.9K | 0.44% | 34 |
|
|
2024
Q4 | $530K | Buy |
+4,925
| New | +$530K | 0.42% | 34 |
|
|
2024
Q3 | – | Sell |
-4,632
| Closed | -$533K | – | 159 |
|
|
2024
Q2 | $533K | Sell |
4,632
-154
| -3% | -$17.7K | 0.46% | 34 |
|
|
2024
Q1 | $556K | Buy |
4,786
+33
| +0.7% | +$3.84K | 0.51% | 31 |
|
|
2023
Q4 | $475K | Sell |
4,753
-614
| -11% | -$61.4K | 0.47% | 30 |
|
|
2023
Q3 | $631K | Sell |
5,367
-19
| -0.4% | -$2.23K | 0.73% | 26 |
|
|
2023
Q2 | $578K | Buy |
5,386
+56
| +1% | +$6.01K | 0.62% | 31 |
|
|
2023
Q1 | $584K | Buy |
5,330
+697
| +15% | +$76.4K | 0.66% | 30 |
|
|
2022
Q4 | $511K | Buy |
+4,633
| New | +$511K | 0.62% | 31 |
|