Cynosure Group’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 | $408K | Buy |
3,785
+519
| +16% | +$55.9K | 0.05% | 275 |
|
|
2025
Q1 | $388K | Buy |
3,266
+635
| +24% | +$75.5K | 0.05% | 169 |
|
|
2024
Q4 | $283K | Sell |
2,631
-2,891
| -52% | -$311K | 0.04% | 319 |
|
|
2024
Q3 | $647K | Sell |
5,522
-4,762
| -46% | -$558K | 0.09% | 132 |
|
|
2024
Q2 | $1.18M | Buy |
10,284
+1,501
| +17% | +$173K | 0.19% | 68 |
|
|
2024
Q1 | $1.02M | Buy |
8,783
+6,347
| +261% | +$738K | 0.18% | 62 |
|
|
2023
Q4 | $244K | Buy |
2,436
+263
| +12% | +$26.3K | 0.04% | 139 |
|
|
2023
Q3 | $256K | Buy |
+2,173
| New | +$256K | 0.08% | 133 |
|
|
2020
Q1 | – | Sell |
-4,193
| Closed | -$293K | – | 80 |
|
|
2019
Q4 | $293K | Hold |
4,193
| – | – | 0.16% | 59 |
|
|
2019
Q3 | $296K | Sell |
4,193
-1,483
| -26% | -$105K | 0.16% | 59 |
|
|
2019
Q2 | $435K | Buy |
+5,676
| New | +$435K | 0.2% | 57 |
|