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 |
|