Aurora Private Wealth’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
$363K Sell
3,371
-3,887
-54% -$419K 0.27% 95
2025
Q1
$863K Sell
7,258
-686
-9% -$81.6K 0.69% 37
2024
Q4
$855K Sell
7,944
-472
-6% -$50.8K 0.64% 45
2024
Q3
$987K Sell
8,416
-242
-3% -$28.4K 0.77% 32
2024
Q2
$997K Sell
8,658
-3,085
-26% -$355K 0.87% 30
2024
Q1
$1.37M Buy
11,743
+978
+9% +$114K 1.19% 21
2023
Q4
$1.08M Sell
10,765
-49
-0.5% -$4.9K 1.01% 23
2023
Q3
$1.27M Buy
10,814
+1,277
+13% +$150K 1.41% 16
2023
Q2
$1.02M Sell
9,537
-4,418
-32% -$474K 1.16% 20
2023
Q1
$1.53M Buy
13,955
+148
+1% +$16.2K 1.63% 12
2022
Q4
$1.52M Sell
13,807
-2,174
-14% -$240K 1.74% 13
2022
Q3
$1.4M Buy
15,981
+75
+0.5% +$6.55K 0.65% 24
2022
Q2
$1.36M Sell
15,906
-654
-4% -$56K 0.61% 26
2022
Q1
$1.37M Sell
16,560
-1,365
-8% -$113K 0.56% 31
2021
Q4
$1.1M Sell
17,925
-3,612
-17% -$221K 0.48% 37
2021
Q3
$1.27M Sell
21,537
-12,565
-37% -$739K 0.51% 38
2021
Q2
$2.15M Buy
34,102
+463
+1% +$29.2K 0.86% 19
2021
Q1
$1.88M Sell
33,639
-2,066
-6% -$115K 0.78% 19
2020
Q4
$1.47M Sell
35,705
-10,301
-22% -$425K 0.62% 24
2020
Q3
$1.58M Sell
46,006
-7,335
-14% -$252K 0.68% 23
2020
Q2
$2.39M Sell
53,341
-30,646
-36% -$1.37M 1.1% 17
2020
Q1
$3.19M Buy
83,987
+59,316
+240% +$2.25M 1.12% 17
2019
Q4
$1.72M Buy
+24,671
New +$1.72M 0.61% 30