BFEC
Benjamin F. Edwards & Company’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $52.2M | Buy |
453,836
+23,611
| +5% | +$2.72M | 0.92% | 13 |
|
|
2024
Q1 | $50M | Buy |
430,225
+2,845
| +0.7% | +$331K | 0.91% | 15 |
|
|
2023
Q4 | $42.7M | Buy |
427,380
+353,796
| +481% | +$35.4M | 0.86% | 18 |
|
|
2023
Q3 | $8.65M | Buy |
73,584
+3,295
| +5% | +$387K | 0.33% | 72 |
|
|
2023
Q2 | $7.54M | Sell |
70,289
-1,036
| -1% | -$111K | 0.29% | 77 |
|
|
2023
Q1 | $7.82M | Buy |
71,325
+3,066
| +4% | +$336K | 0.33% | 71 |
|
|
2022
Q4 | $7.53M | Buy |
68,259
+1,518
| +2% | +$167K | 0.34% | 75 |
|
|
2022
Q3 | $5.83M | Sell |
66,741
-4,986
| -7% | -$435K | 0.29% | 86 |
|
|
2022
Q2 | $6.14M | Buy |
71,727
+2,765
| +4% | +$237K | 0.3% | 84 |
|
|
2022
Q1 | $5.7M | Sell |
68,962
-12,322
| -15% | -$1.02M | 0.25% | 95 |
|
|
2021
Q4 | $4.97M | Buy |
81,284
+4,922
| +6% | +$301K | 0.22% | 108 |
|
|
2021
Q3 | $4.49M | Sell |
76,362
-975
| -1% | -$57.4K | 0.23% | 101 |
|
|
2021
Q2 | $4.88M | Sell |
77,337
-4,847
| -6% | -$306K | 0.25% | 96 |
|
|
2021
Q1 | $4.59M | Buy |
82,184
+559
| +0.7% | +$31.2K | 0.25% | 95 |
|
|
2020
Q4 | $3.37M | Sell |
81,625
-10,780
| -12% | -$444K | 0.2% | 126 |
|
|
2020
Q3 | $3.17M | Buy |
92,405
+13,186
| +17% | +$453K | 0.21% | 116 |
|
|
2020
Q2 | $3.54M | Sell |
79,219
-3,291
| -4% | -$147K | 0.26% | 94 |
|
|
2020
Q1 | $3.13M | Sell |
82,510
-5,862
| -7% | -$223K | 0.27% | 93 |
|
|
2019
Q4 | $6.17M | Buy |
88,372
+4,661
| +6% | +$325K | 0.43% | 55 |
|
|
2019
Q3 | $5.91M | Sell |
83,711
-1,586
| -2% | -$112K | 0.46% | 45 |
|
|
2019
Q2 | $6.54M | Buy |
85,297
+62
| +0.1% | +$4.75K | 0.55% | 35 |
|
|
2019
Q1 | $6.89M | Buy |
85,235
+15,454
| +22% | +$1.25M | 0.62% | 33 |
|
|
2018
Q4 | $4.76M | Buy |
69,781
+11,217
| +19% | +$765K | 0.49% | 46 |
|
|
2018
Q3 | $4.98M | Buy |
58,564
+2,700
| +5% | +$230K | 0.47% | 47 |
|
|
2018
Q2 | $4.62M | Sell |
55,864
-3,332
| -6% | -$276K | 0.46% | 51 |
|
|
2018
Q1 | $4.42M | Buy |
59,196
+874
| +1% | +$65.2K | 0.45% | 50 |
|
|
2017
Q4 | $4.88M | Sell |
58,322
-1,669
| -3% | -$140K | 0.51% | 43 |
|
|
2017
Q3 | $4.92M | Buy |
59,991
+12,824
| +27% | +$1.05M | 0.59% | 36 |
|
|
2017
Q2 | $3.81M | Buy |
47,167
+4,697
| +11% | +$379K | 0.5% | 45 |
|
|
2017
Q1 | $3.48M | Buy |
42,470
+643
| +2% | +$52.7K | 0.51% | 46 |
|
|
2016
Q4 | $3.78M | Buy |
41,827
+3,493
| +9% | +$315K | 0.62% | 36 |
|
|
2016
Q3 | $3.35M | Buy |
38,334
+978
| +3% | +$85.4K | 0.59% | 42 |
|
|
2016
Q2 | $3.5M | Sell |
37,356
-692
| -2% | -$64.9K | 0.68% | 36 |
|
|
2016
Q1 | $3.18M | Buy |
38,048
+4,804
| +14% | +$402K | 0.66% | 35 |
|
|
2015
Q4 | $2.59M | Sell |
33,244
-4,249
| -11% | -$331K | 0.56% | 41 |
|
|
2015
Q3 | $2.79M | Buy |
37,493
+11,650
| +45% | +$866K | 0.61% | 44 |
|
|
2015
Q2 | $2.15M | Buy |
25,843
+569
| +2% | +$47.3K | 0.43% | 52 |
|
|
2015
Q1 | $2.15M | Buy |
25,274
+3,831
| +18% | +$326K | 0.45% | 51 |
|
|
2014
Q4 | $1.98M | Buy |
21,443
+699
| +3% | +$64.6K | 0.46% | 47 |
|
|
2014
Q3 | $1.95M | Buy |
20,744
+979
| +5% | +$92.1K | 0.49% | 48 |
|
|
2014
Q2 | $1.99M | Sell |
19,765
-265
| -1% | -$26.7K | 0.51% | 40 |
|
|
2014
Q1 | $1.96M | Sell |
20,030
-1,368
| -6% | -$134K | 0.54% | 40 |
|
|
2013
Q4 | $2.17M | Buy |
21,398
+2,045
| +11% | +$207K | 0.73% | 30 |
|
|
2013
Q3 | $1.67M | Buy |
19,353
+1,486
| +8% | +$128K | 0.62% | 39 |
|
|
2013
Q2 | $1.61M | Buy |
+17,867
| New | +$1.61M | 0.65% | 37 |
|