Financial Enhancement 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
Q4 | – | Sell |
-3,624
| Closed | -$372K | – | 153 |
|
|
2024
Q3 | $372K | Buy |
+3,624
| New | +$372K | 0.07% | 106 |
|
|
2023
Q4 | – | Sell |
-3,549
| Closed | -$390K | – | 132 |
|
|
2023
Q3 | $390K | Hold |
3,549
| – | – | 0.08% | 105 |
|
|
2023
Q2 | $374K | Sell |
3,549
-75
| -2% | -$7.9K | 0.07% | 109 |
|
|
2023
Q1 | $372K | Hold |
3,624
| – | – | 0.07% | 106 |
|
|
2022
Q4 | $413K | Buy |
3,624
+75
| +2% | +$8.54K | 0.08% | 104 |
|
|
2022
Q3 | $310K | Buy |
3,549
+2,271
| +178% | +$198K | 0.07% | 91 |
|
|
2022
Q2 | $109K | Hold |
1,278
| – | – | 0.02% | 116 |
|
|
2022
Q1 | $106K | Hold |
1,278
| – | – | 0.02% | 122 |
|
|
2021
Q4 | $78K | Hold |
1,278
| – | – | 0.01% | 128 |
|
|
2021
Q3 | $75K | Hold |
1,278
| – | – | 0.01% | 124 |
|
|
2021
Q2 | $81K | Hold |
1,278
| – | – | 0.02% | 112 |
|
|
2021
Q1 | $71K | Sell |
1,278
-144
| -10% | -$8K | 0.01% | 115 |
|
|
2020
Q4 | $59K | Buy |
1,422
+97
| +7% | +$4.03K | 0.01% | 130 |
|
|
2020
Q3 | $45K | Hold |
1,325
| – | – | 0.01% | 126 |
|
|
2020
Q2 | $59K | Sell |
1,325
-325
| -20% | -$14.5K | 0.01% | 122 |
|
|
2020
Q1 | $63K | Hold |
1,650
| – | – | 0.02% | 122 |
|
|
2019
Q4 | $115K | Sell |
1,650
-10
| -0.6% | -$697 | 0.03% | 98 |
|
|
2019
Q3 | $117K | Sell |
1,660
-500
| -23% | -$35.2K | 0.03% | 92 |
|
|
2019
Q2 | $166K | Hold |
2,160
| – | – | 0.05% | 92 |
|
|
2019
Q1 | $175K | Sell |
2,160
-74
| -3% | -$6K | 0.05% | 91 |
|
|
2018
Q4 | $190K | Hold |
2,234
| – | – | 0.06% | 89 |
|
|
2018
Q3 | $190K | Hold |
2,234
| – | – | 0.06% | 89 |
|
|
2018
Q2 | $185K | Sell |
2,234
-276
| -11% | -$22.9K | 0.06% | 85 |
|
|
2018
Q1 | $187K | Buy |
+2,510
| New | +$187K | 0.07% | 83 |
|
|
2017
Q1 | – | Sell |
-2,299
| Closed | -$208K | – | 70 |
|
|
2016
Q4 | $208K | Hold |
2,299
| – | – | 0.11% | 59 |
|
|
2016
Q3 | $201K | Hold |
2,299
| – | – | 0.11% | 55 |
|
|
2016
Q2 | $216K | Buy |
+2,299
| New | +$216K | 0.13% | 42 |
|