Coordinated Financial Services’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	$477K	Sell	4,428 -34	-0.8%	-$3.67K	0.33%	86
2025 Q1	$531K	Sell	4,462 -203	-4%	-$24.1K	0.41%	75
2024 Q4	$502K	Buy	+4,665	New	+$502K	0.39%	74
2024 Q2	$493K	Buy	4,281 +768	+22%	+$88.4K	0.42%	68
2024 Q1	$408K	Buy	+3,513	New	+$408K	0.36%	78