Financial Life Advisors’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 | $239K | Sell |
2,215
-289
| -12% | -$31.2K | 0.08% | 46 |
|
|
2025
Q1 | $298K | Buy |
2,504
+78
| +3% | +$9.28K | 0.11% | 44 |
|
|
2024
Q4 | $261K | Buy |
2,426
+200
| +9% | +$21.5K | 0.1% | 40 |
|
|
2024
Q3 | $261K | Hold |
2,226
| – | – | 0.1% | 43 |
|
|
2024
Q2 | $256K | Buy |
2,226
+4
| +0.2% | +$460 | 0.1% | 50 |
|
|
2024
Q1 | $258K | Buy |
2,222
+47
| +2% | +$5.46K | 0.11% | 54 |
|
|
2023
Q4 | $217K | Hold |
2,175
| – | – | 0.09% | 57 |
|
|
2023
Q3 | $256K | Hold |
2,175
| – | – | 0.11% | 47 |
|
|
2023
Q2 | $233K | Sell |
2,175
-112
| -5% | -$12K | 0.1% | 57 |
|
|
2023
Q1 | $251K | Sell |
2,287
-218
| -9% | -$23.9K | 0.11% | 61 |
|
|
2022
Q4 | $276K | Sell |
2,505
-212
| -8% | -$23.4K | 0.13% | 63 |
|
|
2022
Q3 | $237K | Buy |
2,717
+19
| +0.7% | +$1.66K | 0.12% | 62 |
|
|
2022
Q2 | $231K | Hold |
2,698
| – | – | 0.11% | 45 |
|
|
2022
Q1 | $223K | Buy |
+2,698
| New | +$223K | 0.09% | 51 |
|
|
2020
Q1 | – | Sell |
-4,342
| Closed | -$303K | – | 45 |
|
|
2019
Q4 | $303K | Sell |
4,342
-328
| -7% | -$22.9K | 0.18% | 42 |
|
|
2019
Q3 | $330K | Hold |
4,670
| – | – | 0.21% | 40 |
|
|
2019
Q2 | $358K | Hold |
4,670
| – | – | 0.24% | 38 |
|
|
2019
Q1 | $377K | Sell |
4,670
-2,091
| -31% | -$169K | 0.26% | 38 |
|
|
2018
Q4 | $461K | Sell |
6,761
-205
| -3% | -$14K | 0.36% | 33 |
|
|
2018
Q3 | $592K | Hold |
6,966
| – | – | 0.43% | 29 |
|
|
2018
Q2 | $576K | Sell |
6,966
-103
| -1% | -$8.52K | 0.47% | 30 |
|
|
2018
Q1 | $518K | Sell |
7,069
-1,688
| -19% | -$124K | 0.47% | 34 |
|
|
2017
Q4 | $732K | Buy |
+8,757
| New | +$732K | 0.59% | 32 |
|