Creative Financial Designs’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
$1.2M Sell
11,097
-137
-1% -$14.8K 0.09% 194
2025
Q1
$1.34M Sell
11,234
-69
-0.6% -$8.21K 0.11% 159
2024
Q4
$1.22M Sell
11,303
-11,171
-50% -$1.2M 0.1% 171
2024
Q3
$2.63M Buy
22,474
+2,739
+14% +$321K 0.22% 92
2024
Q2
$2.27M Buy
19,735
+3,662
+23% +$422K 0.2% 101
2024
Q1
$1.87M Buy
16,073
+2,477
+18% +$288K 0.18% 112
2023
Q4
$1.36M Buy
13,596
+3,857
+40% +$386K 0.14% 134
2023
Q3
$1.15M Buy
9,739
+672
+7% +$79K 0.13% 135
2023
Q2
$972K Buy
9,067
+2,012
+29% +$216K 0.11% 155
2023
Q1
$774K Sell
7,055
-1,986
-22% -$218K 0.1% 164
2022
Q4
$997K Sell
9,041
-82
-0.9% -$9.04K 0.15% 128
2022
Q3
$797K Buy
9,123
+346
+4% +$30.2K 0.13% 140
2022
Q2
$752K Buy
8,777
+2,853
+48% +$244K 0.12% 147
2022
Q1
$489K Sell
5,924
-106
-2% -$8.75K 0.07% 191
2021
Q4
$369K Sell
6,030
-465
-7% -$28.5K 0.06% 229
2021
Q3
$382K Buy
6,495
+1,131
+21% +$66.5K 0.06% 211
2021
Q2
$338K Buy
5,364
+98
+2% +$6.18K 0.06% 223
2021
Q1
$294K Buy
5,266
+257
+5% +$14.3K 0.06% 227
2020
Q4
$206K Buy
5,009
+49
+1% +$2.02K 0.04% 248
2020
Q3
$170K Sell
4,960
-133
-3% -$4.56K 0.04% 253
2020
Q2
$228K Sell
5,093
-22,419
-81% -$1M 0.07% 198
2020
Q1
$1.05M Buy
27,512
+4,114
+18% +$156K 0.54% 34
2019
Q4
$1.66M Buy
23,398
+464
+2% +$32.9K 0.74% 37
2019
Q3
$1.54M Buy
22,934
+527
+2% +$35.4K 0.83% 34
2019
Q2
$1.71M Buy
22,407
+1,887
+9% +$144K 0.93% 29
2019
Q1
$1.66M Sell
20,520
-8,875
-30% -$717K 0.99% 27
2018
Q4
$2M Sell
29,395
-441
-1% -$30.1K 1.45% 15
2018
Q3
$2.54M Buy
29,836
+1,294
+5% +$110K 1.46% 16
2018
Q2
$2.36M Buy
28,542
+1,427
+5% +$118K 1.39% 15
2018
Q1
$2.02M Buy
27,115
+1,510
+6% +$113K 1.3% 21
2017
Q4
$2.14M Sell
25,605
-3,435
-12% -$287K 1.45% 15
2017
Q3
$2.38M Sell
29,040
-280
-1% -$23K 1.37% 15
2017
Q2
$2.37M Buy
29,320
+26,191
+837% +$2.11M 1.51% 13
2017
Q1
$257K Sell
3,129
-2,336
-43% -$192K 0.18% 118
2016
Q4
$493K Buy
+5,465
New +$493K 0.4% 62