Cetera Trust Company’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 | $311K | Buy |
2,884
+139
| +5% | +$15K | 0.19% | 100 |
|
|
2025
Q1 | $326K | Hold |
2,745
| – | – | 0.21% | 85 |
|
|
2024
Q4 | $295K | Sell |
2,745
-75
| -3% | -$8.07K | 0.19% | 94 |
|
|
2024
Q3 | $331K | Hold |
2,820
| – | – | 0.2% | 95 |
|
|
2024
Q2 | $325K | Hold |
2,820
| – | – | 0.2% | 84 |
|
|
2024
Q1 | $328K | Hold |
2,820
| – | – | 0.2% | 85 |
|
|
2023
Q4 | $282K | Buy |
+2,820
| New | +$282K | 0.18% | 105 |
|