Financial Advisory Group’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$2.68M Buy
23,075
+36
+0.2% +$4.19K 0.47% 27
2023
Q4
$2.3M Buy
23,039
+1,697
+8% +$170K 0.44% 30
2023
Q3
$2.51M Sell
21,342
-52
-0.2% -$6.11K 0.52% 27
2023
Q2
$2.29M Sell
21,394
-24
-0.1% -$2.57K 0.45% 31
2023
Q1
$2.35M Sell
21,418
-100
-0.5% -$11K 0.47% 28
2022
Q4
$2.37M Sell
21,518
-682
-3% -$75.2K 0.5% 26
2022
Q3
$1.94M Sell
22,200
-45
-0.2% -$3.93K 0.44% 30
2022
Q2
$1.91M Sell
22,245
-323
-1% -$27.7K 0.4% 33
2022
Q1
$1.86M Sell
22,568
-69
-0.3% -$5.7K 0.36% 30
2021
Q4
$1.39M Sell
22,637
-161
-0.7% -$9.85K 0.27% 38
2021
Q3
$1.34M Hold
22,798
0.3% 37
2021
Q2
$1.44M Sell
22,798
-950
-4% -$59.9K 0.34% 32
2021
Q1
$1.33M Sell
23,748
-1,160
-5% -$64.8K 0.34% 32
2020
Q4
$1.03M Sell
24,908
-920
-4% -$37.9K 0.27% 36
2020
Q3
$887K Sell
25,828
-740
-3% -$25.4K 0.29% 33
2020
Q2
$1.19M Hold
26,568
0.41% 29
2020
Q1
$1.01M Sell
26,568
-1,430
-5% -$54.3K 0.33% 30
2019
Q4
$1.95M Sell
27,998
-500
-2% -$34.9K 0.51% 24
2019
Q3
$2.01M Sell
28,498
-224
-0.8% -$15.8K 0.56% 22
2019
Q2
$2.17M Buy
28,722
+5,779
+25% +$436K 0.57% 22
2019
Q1
$1.85M Sell
22,943
-200
-0.9% -$16.2K 0.51% 26
2018
Q4
$1.58M Buy
23,143
+100
+0.4% +$6.82K 0.48% 25
2018
Q3
$1.96M Hold
23,043
0.52% 19
2018
Q2
$1.91M Sell
23,043
-125
-0.5% -$10.3K 0.53% 19
2018
Q1
$1.73M Sell
23,168
-4,906
-17% -$366K 0.52% 19
2017
Q4
$2.35M Sell
28,074
-1,652
-6% -$138K 0.7% 14
2017
Q3
$2.44M Sell
29,726
-3,706
-11% -$304K 0.83% 12
2017
Q2
$2.7M Sell
33,432
-1,190
-3% -$96.1K 0.91% 12
2017
Q1
$2.84M Buy
34,622
+8
+0% +$656 0.98% 12
2016
Q4
$3.12M Buy
34,614
+208
+0.6% +$18.8K 1.2% 13
2016
Q3
$3M Buy
34,406
+32
+0.1% +$2.79K 1.29% 12
2016
Q2
$3.22M Buy
34,374
+408
+1% +$38.2K 1.57% 11
2016
Q1
$836K Sell
33,966
-1,705
-5% -$42K 0.41% 27
2015
Q4
$2.78M Buy
35,671
+5,403
+18% +$421K 1.34% 13
2015
Q3
$2.25M Sell
30,268
-852
-3% -$63.3K 1.12% 14
2015
Q2
$2.59M Buy
31,120
+217
+0.7% +$18.1K 1.29% 12
2015
Q1
$2.63M Sell
30,903
-1,349
-4% -$115K 1.28% 13
2014
Q4
$2.98M Sell
32,252
-475
-1% -$43.9K 1.56% 12
2014
Q3
$3.08M Buy
32,727
+92
+0.3% +$8.65K 1.72% 12
2014
Q2
$3.29M Sell
32,635
-2,569
-7% -$259K 1.87% 10
2014
Q1
$3.44M Sell
35,204
-2,105
-6% -$206K 1.92% 13
2013
Q4
$3.78M Buy
37,309
+2,027
+6% +$205K 2.15% 12
2013
Q3
$3.04M Sell
35,282
-240
-0.7% -$20.7K 1.9% 13
2013
Q2
$3.21M Buy
+35,522
New +$3.21M 2.04% 13