Canandaigua National Trust of Florida’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
$679K Buy
6,301
+1,370
+28% +$148K 0.48% 57
2025
Q1
$586K Sell
4,931
-1,513
-23% -$180K 0.52% 45
2024
Q4
$693K Buy
6,444
+1,499
+30% +$161K 0.54% 48
2024
Q3
$580K Buy
+4,945
New +$580K 0.5% 48