CFGS
Concourse Financial Group Securities’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-47,592
| Closed | -$5.21M | – | 8549 |
|
|
2024
Q4 | $5.21M | Buy |
47,592
+1,680
| +4% | +$184K | 0.29% | 80 |
|
|
2024
Q3 | $5.38M | Sell |
45,912
-2,299
| -5% | -$269K | 0.32% | 71 |
|
|
2024
Q2 | $5.55M | Buy |
48,211
+4,420
| +10% | +$509K | 0.35% | 66 |
|
|
2024
Q1 | $5.09M | Buy |
43,791
+4,248
| +11% | +$494K | 0.33% | 75 |
|
|
2023
Q4 | $3.95M | Buy |
39,543
+1,177
| +3% | +$118K | 0.28% | 82 |
|
|
2023
Q3 | $4.51M | Buy |
38,366
+622
| +2% | +$73.1K | 0.35% | 62 |
|
|
2023
Q2 | $4.05M | Sell |
37,744
-535
| -1% | -$57.4K | 0.31% | 79 |
|
|
2023
Q1 | $4.2M | Buy |
38,279
+2,462
| +7% | +$270K | 0.33% | 74 |
|
|
2022
Q4 | $3.95M | Buy |
35,817
+5,009
| +16% | +$552K | 0.32% | 79 |
|
|
2022
Q3 | $2.69M | Buy |
30,808
+1,982
| +7% | +$173K | 0.26% | 93 |
|
|
2022
Q2 | $2.47M | Sell |
28,826
-1,664
| -5% | -$143K | 0.21% | 106 |
|
|
2022
Q1 | $2.52M | Sell |
30,490
-18,342
| -38% | -$1.51M | 0.19% | 121 |
|
|
2021
Q4 | $2.99M | Sell |
48,832
-9,990
| -17% | -$611K | 0.17% | 122 |
|
|
2021
Q3 | $3.46M | Buy |
58,822
+4,351
| +8% | +$256K | 0.21% | 104 |
|
|
2021
Q2 | $3.44M | Sell |
54,471
-9,066
| -14% | -$572K | 0.22% | 101 |
|
|
2021
Q1 | $3.55M | Buy |
63,537
+769
| +1% | +$42.9K | 0.25% | 87 |
|
|
2020
Q4 | $2.59M | Sell |
62,768
-2,804
| -4% | -$116K | 0.19% | 117 |
|
|
2020
Q3 | $2.25M | Sell |
65,572
-1,189
| -2% | -$40.8K | 0.2% | 108 |
|
|
2020
Q2 | $2.99M | Buy |
66,761
+2,380
| +4% | +$106K | 0.29% | 73 |
|
|
2020
Q1 | $2.45M | Buy |
64,381
+5,141
| +9% | +$195K | 0.27% | 79 |
|
|
2019
Q4 | $4.13M | Buy |
59,240
+43,880
| +286% | +$3.06M | 0.41% | 53 |
|
|
2019
Q3 | $1.09M | Sell |
15,360
-51,542
| -77% | -$3.64M | 0.27% | 69 |
|
|
2019
Q2 | $5.13M | Buy |
66,902
+90
| +0.1% | +$6.9K | 0.52% | 40 |
|
|
2019
Q1 | $5.4M | Sell |
66,812
-4,721
| -7% | -$381K | 0.56% | 37 |
|
|
2018
Q4 | $4.88M | Buy |
71,533
+42,621
| +147% | +$2.91M | 0.58% | 37 |
|
|
2018
Q3 | $2.46M | Buy |
+28,912
| New | +$2.46M | 0.69% | 37 |
|