CGC Financial Services’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
$273K Buy
2,533
+32
+1% +$3.45K 0.09% 46
2025
Q1
$297K Sell
2,501
-12
-0.5% -$1.43K 0.12% 40
2024
Q4
$270K Hold
2,513
0.11% 44
2024
Q3
$295K Buy
2,513
+354
+16% +$41.5K 0.12% 39
2024
Q2
$249K Hold
2,159
0.11% 42
2024
Q1
$251K Buy
2,159
+105
+5% +$12.2K 0.13% 45
2023
Q4
$205K Buy
2,054
+288
+16% +$28.8K 0.09% 53
2023
Q3
$208K Buy
1,766
+12
+0.7% +$1.41K 0.15% 43
2023
Q2
$188K Buy
+1,754
New +$188K 0.12% 47