Colton Groome Financial Advisors’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 | $414K | Hold |
3,840
| – | – | 0.14% | 88 |
|
|
2025
Q1 | $406K | Buy |
3,840
+20
| +0.5% | +$2.11K | 0.16% | 84 |
|
|
2024
Q4 | $411K | Sell |
3,820
-2,500
| -40% | -$269K | 0.16% | 78 |
|
|
2024
Q3 | $741K | Sell |
6,320
-305
| -5% | -$35.8K | 0.28% | 54 |
|
|
2024
Q2 | $763K | Buy |
6,625
+91
| +1% | +$10.5K | 0.3% | 52 |
|
|
2024
Q1 | $760K | Sell |
6,534
-15
| -0.2% | -$1.74K | 0.31% | 51 |
|
|
2023
Q4 | $655K | Buy |
6,549
+2,500
| +62% | +$250K | 0.29% | 59 |
|
|
2023
Q3 | $476K | Sell |
4,049
-303
| -7% | -$35.6K | 0.24% | 70 |
|
|
2023
Q2 | $467K | Sell |
4,352
-1,060
| -20% | -$114K | 0.22% | 76 |
|
|
2023
Q1 | $593K | Sell |
5,412
-601
| -10% | -$65.9K | 0.28% | 70 |
|
|
2022
Q4 | $663K | Sell |
6,013
-452
| -7% | -$49.9K | 0.33% | 56 |
|
|
2022
Q3 | $564K | Buy |
6,465
+1,333
| +26% | +$116K | 0.29% | 57 |
|
|
2022
Q2 | $440K | Buy |
+5,132
| New | +$440K | 0.22% | 57 |
|
|
2022
Q1 | – | Sell |
-8,971
| Closed | -$549K | – | 140 |
|
|
2021
Q4 | $549K | Sell |
8,971
-4
| -0% | -$245 | 0.22% | 70 |
|
|
2021
Q3 | $528K | Buy |
8,975
+25
| +0.3% | +$1.47K | 0.23% | 65 |
|
|
2021
Q2 | $565K | Buy |
+8,950
| New | +$565K | 0.26% | 62 |
|