DDFG Inc’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
$2.88M Sell
26,701
-92
-0.3% -$9.92K 0.72% 26
2025
Q1
$3.19M Buy
26,793
+409
+2% +$48.6K 0.88% 23
2024
Q4
$2.84M Buy
26,384
+416
+2% +$44.8K 0.82% 24
2024
Q3
$3.04M Buy
25,968
+168
+0.7% +$19.7K 0.87% 22
2024
Q2
$2.97M Buy
25,800
+48
+0.2% +$5.53K 0.92% 21
2024
Q1
$2.99M Buy
25,752
+2,266
+10% +$263K 0.95% 21
2023
Q4
$2.35M Sell
23,486
-1,206
-5% -$121K 0.79% 22
2023
Q3
$2.9M Hold
24,692
1.07% 22
2023
Q2
$2.65M Sell
24,692
-250
-1% -$26.8K 0.97% 23
2023
Q1
$2.74M Hold
24,942
1.06% 23
2022
Q4
$2.75M Buy
+24,942
New +$2.75M 1.14% 25