Ategra Capital Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,192
| Closed | -$440K | – | 111 |
|
|
2021
Q4 | $440K | Sell |
7,192
-913
| -11% | -$55.9K | 0.19% | 76 |
|
|
2021
Q3 | $477K | Hold |
8,105
| – | – | 0.23% | 72 |
|
|
2021
Q2 | $511K | Sell |
8,105
-399
| -5% | -$25.2K | 0.25% | 71 |
|
|
2021
Q1 | $475K | Buy |
+8,504
| New | +$475K | 0.26% | 63 |
|
|
2020
Q1 | – | Sell |
-2,973
| Closed | -$207K | – | 93 |
|
|
2019
Q4 | $207K | Sell |
2,973
-4,268
| -59% | -$298K | 0.17% | 86 |
|
|
2019
Q3 | $511K | Buy |
7,241
+2,656
| +58% | +$188K | 0.46% | 43 |
|
|
2019
Q2 | $429K | Sell |
4,585
-2,507
| -35% | -$235K | 0.4% | 54 |
|
|
2019
Q1 | $573K | Buy |
+7,092
| New | +$573K | 0.56% | 38 |
|