DFPG Investments’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.57M | Sell |
44,265
-1,817
| -4% | -$188K | 0.36% | 69 |
|
|
2023
Q3 | $4.74M | Buy |
46,082
+6,089
| +15% | +$627K | 0.44% | 52 |
|
|
2023
Q2 | $4.06M | Buy |
39,993
+7,522
| +23% | +$764K | 0.37% | 62 |
|
|
2023
Q1 | $3.56M | Buy |
32,471
+3,562
| +12% | +$391K | 0.38% | 57 |
|
|
2022
Q4 | $3.22M | Buy |
28,909
+15,252
| +112% | +$1.7M | 0.53% | 40 |
|
|
2022
Q3 | $1.45M | Sell |
13,657
-850
| -6% | -$90K | 0.61% | 44 |
|
|
2022
Q2 | $1.25M | Buy |
14,507
+2,119
| +17% | +$182K | 0.54% | 49 |
|
|
2022
Q1 | $1.1M | Buy |
12,388
+1,443
| +13% | +$128K | 0.43% | 60 |
|
|
2021
Q4 | $802K | Sell |
10,945
-4,929
| -31% | -$361K | 0.33% | 77 |
|
|
2021
Q3 | $984K | Sell |
15,874
-938
| -6% | -$58.1K | 0.37% | 76 |
|
|
2021
Q2 | $1.02M | Buy |
16,812
+87
| +0.5% | +$5.3K | 0.39% | 75 |
|
|
2021
Q1 | $945K | Buy |
16,725
+10,203
| +156% | +$576K | 0.4% | 71 |
|
|
2020
Q4 | $296K | Sell |
6,522
-12,682
| -66% | -$576K | 0.14% | 123 |
|
|
2020
Q3 | $643K | Buy |
19,204
+12,024
| +167% | +$403K | 0.34% | 83 |
|
|
2020
Q2 | $310K | Buy |
7,180
+449
| +7% | +$19.4K | 0.19% | 118 |
|
|
2020
Q1 | $272K | Buy |
+6,731
| New | +$272K | 0.2% | 112 |
|
|
2019
Q2 | – | Sell |
-4,269
| Closed | -$350K | – | 183 |
|
|
2019
Q1 | $350K | Buy |
4,269
+122
| +3% | +$10K | 0.38% | 85 |
|
|
2018
Q4 | $283K | Buy |
+4,147
| New | +$283K | 0.37% | 91 |
|