Colonial Trust’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
$3.15M Sell
29,188
-10,639
-27% -$1.15M 0.46% 61
2025
Q1
$4.74M Sell
39,827
-2,110
-5% -$251K 0.74% 40
2024
Q4
$4.51M Buy
41,937
+439
+1% +$47.2K 0.67% 43
2024
Q3
$4.86M Buy
41,498
+20,873
+101% +$2.45M 0.75% 43
2024
Q2
$2.37M Sell
20,625
-619
-3% -$71.3K 0.42% 62
2024
Q1
$2.47M Buy
21,244
+243
+1% +$28.2K 0.46% 60
2023
Q4
$2.1M Buy
21,001
+291
+1% +$29.1K 0.44% 60
2023
Q3
$2.44M Sell
20,710
-1,132
-5% -$133K 0.6% 52
2023
Q2
$2.34M Buy
21,842
+133
+0.6% +$14.3K 0.56% 54
2023
Q1
$2.38M Sell
21,709
-928
-4% -$102K 0.61% 51
2022
Q4
$2.5M Sell
22,637
-284
-1% -$31.3K 0.68% 49
2022
Q3
$2M Buy
+22,921
New +$2M 0.64% 53