BankPlus Wealth Management’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	$508K	Buy	4,711 +500	+12%	+$53.9K	0.34%	58
2025 Q1	$501K	Buy	4,211 +285	+7%	+$33.9K	0.37%	53
2024 Q4	$422K	Buy	+3,926	New	+$422K	0.31%	66