BFA
Bragg Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Buy |
122,073
+1,537
| +1% | +$166K | 0.47% | 84 |
|
|
2025
Q1 | $14.3M | Buy |
120,536
+1,562
| +1% | +$186K | 0.59% | 69 |
|
|
2024
Q4 | $12.8M | Sell |
118,974
-1,550
| -1% | -$167K | 0.52% | 74 |
|
|
2024
Q3 | $14.1M | Buy |
120,524
+2,215
| +2% | +$260K | 0.58% | 68 |
|
|
2024
Q2 | $13.6M | Sell |
118,309
-1,067
| -0.9% | -$123K | 0.61% | 62 |
|
|
2024
Q1 | $13.9M | Buy |
119,376
+121
| +0.1% | +$14.1K | 0.62% | 67 |
|
|
2023
Q4 | $11.9M | Buy |
119,255
+246
| +0.2% | +$24.6K | 0.57% | 74 |
|
|
2023
Q3 | $14M | Sell |
119,009
-575
| -0.5% | -$67.6K | 0.74% | 50 |
|
|
2023
Q2 | $12.8M | Buy |
119,584
+727
| +0.6% | +$78K | 0.7% | 50 |
|
|
2023
Q1 | $13M | Buy |
118,857
+174
| +0.1% | +$19.1K | 0.77% | 43 |
|
|
2022
Q4 | $13.1M | Buy |
118,683
+2,107
| +2% | +$232K | 0.8% | 42 |
|
|
2022
Q3 | $10.2M | Buy |
116,576
+7,036
| +6% | +$614K | 0.7% | 53 |
|
|
2022
Q2 | $9.38M | Buy |
109,540
+3,480
| +3% | +$298K | 0.62% | 63 |
|
|
2022
Q1 | $8.76M | Buy |
106,060
+5,104
| +5% | +$422K | 0.51% | 79 |
|
|
2021
Q4 | $5.94M | Hold |
100,956
| – | – | 0.38% | 97 |
|
|
2021
Q3 | $5.94M | Buy |
100,956
+1,165
| +1% | +$68.5K | 0.38% | 97 |
|
|
2021
Q2 | $6.3M | Buy |
99,791
+812
| +0.8% | +$51.2K | 0.4% | 95 |
|
|
2021
Q1 | $5.53M | Sell |
98,979
-621
| -0.6% | -$34.7K | 0.37% | 98 |
|
|
2020
Q4 | $4.11M | Sell |
99,600
-5,349
| -5% | -$221K | 0.36% | 92 |
|
|
2020
Q3 | $3.6M | Sell |
104,949
-13,806
| -12% | -$474K | 0.37% | 88 |
|
|
2020
Q2 | $5.31M | Sell |
118,755
-3,473
| -3% | -$155K | 0.59% | 61 |
|
|
2020
Q1 | $4.64M | Buy |
122,228
+22,718
| +23% | +$863K | 0.62% | 60 |
|
|
2019
Q4 | $6.94M | Buy |
99,510
+438
| +0.4% | +$30.6K | 0.78% | 45 |
|
|
2019
Q3 | $7M | Buy |
99,072
+6,367
| +7% | +$450K | 0.85% | 38 |
|
|
2019
Q2 | $7.1M | Sell |
92,705
-2,279
| -2% | -$175K | 0.88% | 36 |
|
|
2019
Q1 | $7.68M | Buy |
94,984
+1,528
| +2% | +$123K | 1% | 31 |
|
|
2018
Q4 | $6.37M | Buy |
93,456
+377
| +0.4% | +$25.7K | 0.96% | 33 |
|
|
2018
Q3 | $7.91M | Buy |
93,079
+128
| +0.1% | +$10.9K | 1.06% | 27 |
|
|
2018
Q2 | $7.69M | Sell |
92,951
-33
| -0% | -$2.73K | 1.1% | 20 |
|
|
2018
Q1 | $6.94M | Buy |
92,984
+1,086
| +1% | +$81K | 1.02% | 26 |
|
|
2017
Q4 | $7.69M | Sell |
91,898
-1,110
| -1% | -$92.8K | 1.1% | 20 |
|
|
2017
Q3 | $7.63M | Buy |
93,008
+2,368
| +3% | +$194K | 1.17% | 15 |
|
|
2017
Q2 | $7.33M | Sell |
90,640
-7,140
| -7% | -$577K | 1.16% | 14 |
|
|
2017
Q1 | $7.21M | Buy |
97,780
+10,858
| +12% | +$801K | 1.16% | 14 |
|
|
2016
Q4 | $7.85M | Buy |
86,922
+4,571
| +6% | +$413K | 1.29% | 3 |
|
|
2016
Q3 | $7.19M | Buy |
82,351
+782
| +1% | +$68.3K | 1.28% | 6 |
|
|
2016
Q2 | $7.65M | Buy |
81,569
+2,306
| +3% | +$216K | 1.38% | 3 |
|
|
2016
Q1 | $6.63M | Buy |
79,263
+747
| +1% | +$62.4K | 1.27% | 6 |
|
|
2015
Q4 | $6.12M | Buy |
78,516
+367
| +0.5% | +$28.6K | 1.31% | 6 |
|
|
2015
Q3 | $5.81M | Buy |
78,149
+3,336
| +4% | +$248K | 1.39% | 4 |
|
|
2015
Q2 | $6.22M | Buy |
74,813
+1,147
| +2% | +$95.4K | 1.42% | 3 |
|
|
2015
Q1 | $6.25M | Buy |
73,666
+4,984
| +7% | +$423K | 1.44% | 3 |
|
|
2014
Q4 | $6.35M | Sell |
68,682
-696
| -1% | -$64.3K | 1.54% | 3 |
|
|
2014
Q3 | $6.53M | Sell |
69,378
-1,324
| -2% | -$125K | 1.65% | 1 |
|
|
2014
Q2 | $7.12M | Sell |
70,702
-1,420
| -2% | -$143K | 1.71% | 1 |
|
|
2014
Q1 | $7.05M | Sell |
72,122
-1,694
| -2% | -$165K | 1.72% | 1 |
|
|
2013
Q4 | $7.47M | Buy |
73,816
+4,149
| +6% | +$420K | 1.81% | 1 |
|
|
2013
Q3 | $5.99M | Sell |
69,667
-485
| -0.7% | -$41.7K | 1.56% | 3 |
|
|
2013
Q2 | $6.34M | Buy |
+70,152
| New | +$6.34M | 1.74% | 2 |
|