Carr Financial Group’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
$218K Buy
2,025
+4
+0.2% +$431 0.06% 177
2025
Q1
$240K Buy
+2,021
New +$240K 0.08% 157
2024
Q4
Sell
-1,746
Closed -$205K 200
2024
Q3
$205K Buy
+1,746
New +$205K 0.06% 192