CFG
Cooper Financial Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Sell |
31,961
-3,145
| -9% | -$339K | 0.41% | 44 |
|
|
2025
Q1 | $4.18M | Sell |
35,106
-5,184
| -13% | -$617K | 0.55% | 37 |
|
|
2024
Q4 | $4.33M | Buy |
40,290
+732
| +2% | +$78.7K | 0.52% | 37 |
|
|
2024
Q3 | $4.64M | Buy |
39,558
+6,886
| +21% | +$807K | 0.6% | 31 |
|
|
2024
Q2 | $3.76M | Buy |
32,672
+12,645
| +63% | +$1.46M | 0.55% | 31 |
|
|
2024
Q1 | $2.33M | Sell |
20,027
-1,966
| -9% | -$229K | 0.38% | 47 |
|
|
2023
Q4 | $2.2M | Buy |
21,993
+952
| +5% | +$95.2K | 0.4% | 44 |
|
|
2023
Q3 | $2.47M | Sell |
21,041
-159
| -0.8% | -$18.7K | 0.59% | 31 |
|
|
2023
Q2 | $2.27M | Buy |
21,200
+120
| +0.6% | +$12.9K | 0.56% | 35 |
|
|
2023
Q1 | $2.31M | Sell |
21,080
-286
| -1% | -$31.4K | 0.62% | 30 |
|
|
2022
Q4 | $2.36M | Sell |
21,366
-740
| -3% | -$81.6K | 0.72% | 26 |
|
|
2022
Q3 | $1.93M | Buy |
22,106
+361
| +2% | +$31.5K | 0.69% | 30 |
|
|
2022
Q2 | $1.86M | Sell |
21,745
-582
| -3% | -$49.8K | 0.68% | 35 |
|
|
2022
Q1 | $1.84M | Buy |
22,327
+106
| +0.5% | +$8.76K | 0.7% | 32 |
|
|
2021
Q4 | $1.36M | Sell |
22,221
-1,174
| -5% | -$71.9K | 0.51% | 47 |
|
|
2021
Q3 | $1.38M | Sell |
23,395
-21
| -0.1% | -$1.24K | 0.29% | 58 |
|
|
2021
Q2 | $1.48M | Sell |
23,416
-470
| -2% | -$29.6K | 0.3% | 54 |
|
|
2021
Q1 | $1.33M | Sell |
23,886
-8,282
| -26% | -$463K | 0.3% | 50 |
|
|
2020
Q4 | $1.33M | Buy |
32,168
+7,128
| +28% | +$294K | 0.27% | 64 |
|
|
2020
Q3 | $860K | Sell |
25,040
-1,513
| -6% | -$52K | 0.25% | 58 |
|
|
2020
Q2 | $1.19M | Buy |
26,553
+108
| +0.4% | +$4.83K | 0.38% | 43 |
|
|
2020
Q1 | $1M | Buy |
26,445
+9,478
| +56% | +$360K | 0.42% | 40 |
|
|
2019
Q4 | $1.18M | Buy |
16,967
+6
| +0% | +$419 | 0.47% | 31 |
|
|
2019
Q3 | $1.2M | Buy |
16,961
+1,400
| +9% | +$98.9K | 0.54% | 29 |
|
|
2019
Q2 | $1.19M | Buy |
15,561
+8,954
| +136% | +$686K | 0.58% | 27 |
|
|
2019
Q1 | $534K | Buy |
6,607
+2,277
| +53% | +$184K | 0.29% | 52 |
|
|
2018
Q4 | $295K | Buy |
+4,330
| New | +$295K | 0.2% | 72 |
|