Coulter & Justus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $765K | Sell |
6,583
-3,818
| -37% | -$444K | 0.17% | 53 |
|
|
2023
Q4 | $1.04M | Buy |
10,401
+200
| +2% | +$20K | 0.7% | 19 |
|
|
2023
Q3 | $1.2M | Hold |
10,201
| – | – | 0.87% | 19 |
|
|
2023
Q2 | $1.09M | Hold |
10,201
| – | – | 0.74% | 20 |
|
|
2023
Q1 | $1.12M | Sell |
10,201
-1,859
| -15% | -$204K | 0.73% | 25 |
|
|
2022
Q4 | $1.33M | Sell |
12,060
-215
| -2% | -$23.7K | 0.9% | 24 |
|
|
2022
Q3 | $1.07M | Sell |
12,275
-975
| -7% | -$85.1K | 0.83% | 24 |
|
|
2022
Q2 | $1.14M | Buy |
+13,250
| New | +$1.14M | 0.91% | 22 |
|
|
2022
Q1 | – | Sell |
-13,199
| Closed | -$808K | – | 54 |
|
|
2021
Q4 | $808K | Buy |
+13,199
| New | +$808K | 0.63% | 29 |
|