Colonial River Investments’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 | $2.3M | Buy |
20,050
+205
| +1% | +$23.6K | 0.99% | 18 |
|
|
2025
Q1 | $2.36M | Sell |
19,845
-1,007
| -5% | -$120K | 1.3% | 14 |
|
|
2024
Q4 | $2.24M | Buy |
20,852
+7
| +0% | +$753 | 1.09% | 22 |
|
|
2024
Q3 | $2.44M | Buy |
20,845
+1,283
| +7% | +$150K | 1.21% | 16 |
|
|
2024
Q2 | $2.25M | Sell |
19,562
-614
| -3% | -$70.7K | 1.21% | 19 |
|
|
2024
Q1 | $2.35M | Sell |
20,176
-1,784
| -8% | -$207K | 1.32% | 18 |
|
|
2023
Q4 | $2.2M | Sell |
21,960
-6,116
| -22% | -$611K | 1.31% | 13 |
|
|
2023
Q3 | $3.3M | Buy |
28,076
+8,594
| +44% | +$1.01M | 2.16% | 8 |
|
|
2023
Q2 | $2.09M | Sell |
19,482
-1,907
| -9% | -$205K | 1.37% | 16 |
|
|
2023
Q1 | $2.35M | Buy |
21,389
+778
| +4% | +$85.3K | 1.38% | 12 |
|
|
2022
Q4 | $2.27M | Buy |
20,611
+943
| +5% | +$104K | 1.45% | 15 |
|
|
2022
Q3 | $1.72M | Sell |
19,668
-711
| -3% | -$62.1K | 1.2% | 21 |
|
|
2022
Q2 | $1.75M | Sell |
20,379
-1,670
| -8% | -$143K | 1.14% | 20 |
|
|
2022
Q1 | $1.82M | Buy |
22,049
+1,182
| +6% | +$97.6K | 1.05% | 24 |
|
|
2021
Q4 | $1.28M | Buy |
+20,867
| New | +$1.28M | 0.69% | 36 |
|
|
2021
Q3 | – | Sell |
-20,461
| Closed | -$1.29M | – | 192 |
|
|
2021
Q2 | $1.29M | Buy |
20,461
+8
| +0% | +$505 | 0.92% | 32 |
|
|
2021
Q1 | $1.14M | Sell |
20,453
-12
| -0.1% | -$670 | 0.92% | 32 |
|
|
2020
Q4 | $1.04K | Buy |
+20,465
| New | +$1.04K | 0.47% | 36 |
|