EFG
Ethos Financial Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.69M | Sell |
52,783
-4,021
| -7% | -$433K | 0.49% | 54 |
|
|
2025
Q1 | $6.23M | Buy |
56,804
+10,438
| +23% | +$1.15M | 0.6% | 44 |
|
|
2024
Q4 | $4.99M | Buy |
46,366
+80
| +0.2% | +$8.61K | 0.65% | 44 |
|
|
2024
Q3 | $5.43M | Buy |
46,286
+2,412
| +5% | +$283K | 0.89% | 32 |
|
|
2024
Q2 | $5.06M | Buy |
43,874
+1,283
| +3% | +$148K | 0.89% | 33 |
|
|
2024
Q1 | $4.95M | Buy |
42,591
+444
| +1% | +$51.6K | 0.94% | 33 |
|
|
2023
Q4 | $4.21M | Buy |
42,147
+671
| +2% | +$67.1K | 0.9% | 32 |
|
|
2023
Q3 | $4.88M | Buy |
41,476
+1,143
| +3% | +$134K | 1.26% | 29 |
|
|
2023
Q2 | $4.42M | Hold |
40,333
| – | – | 1.49% | 24 |
|
|
2023
Q1 | $4.42M | Sell |
40,333
-178
| -0.4% | -$19.5K | 1.38% | 25 |
|
|
2022
Q4 | $4.47M | Buy |
+40,511
| New | +$4.47M | 1.51% | 26 |
|