FinTrust Capital Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.56M | Buy |
21,821
+3,689
| +20% | +$432K | 0.43% | 46 |
|
|
2024
Q2 | $2.09M | Buy |
18,132
+2,855
| +19% | +$329K | 0.38% | 54 |
|
|
2024
Q1 | $1.78M | Buy |
15,277
+4,903
| +47% | +$570K | 0.34% | 64 |
|
|
2023
Q4 | $1.04M | Buy |
10,374
+2,678
| +35% | +$268K | 0.21% | 97 |
|
|
2023
Q3 | $905K | Sell |
7,696
-1,333
| -15% | -$157K | 0.2% | 112 |
|
|
2023
Q2 | $996K | Hold |
9,029
| – | – | 0.24% | 100 |
|
|
2023
Q1 | $996K | Hold |
9,029
| – | – | 0.24% | 97 |
|
|
2022
Q4 | $996K | Sell |
9,029
-671
| -7% | -$74K | 0.24% | 99 |
|
|
2022
Q3 | $978K | Buy |
9,700
+244
| +3% | +$24.6K | 0.25% | 95 |
|
|
2022
Q2 | $823K | Buy |
9,456
+121
| +1% | +$10.5K | 0.21% | 113 |
|
|
2022
Q1 | $771K | Buy |
9,335
+1,356
| +17% | +$112K | 0.18% | 124 |
|
|
2021
Q4 | $488K | Sell |
7,979
-1,921
| -19% | -$117K | 0.12% | 161 |
|
|
2021
Q3 | $582K | Sell |
9,900
-33
| -0.3% | -$1.94K | 0.15% | 128 |
|
|
2021
Q2 | $627K | Sell |
9,933
-325
| -3% | -$20.5K | 0.16% | 117 |
|
|
2021
Q1 | $573K | Buy |
10,258
+319
| +3% | +$17.8K | 0.17% | 116 |
|
|
2020
Q4 | $410K | Sell |
9,939
-3,836
| -28% | -$158K | 0.13% | 140 |
|
|
2020
Q3 | $473 | Sell |
13,775
-1,385
| -9% | -$48 | 0.09% | 117 |
|
|
2020
Q2 | $678K | Sell |
15,160
-3,091
| -17% | -$138K | 0.27% | 79 |
|
|
2020
Q1 | $693K | Sell |
18,251
-2,625
| -13% | -$99.7K | 0.34% | 58 |
|
|
2019
Q4 | $1.46M | Sell |
20,876
-1,483
| -7% | -$104K | 0.59% | 33 |
|
|
2019
Q3 | $1.58M | Sell |
22,359
-321
| -1% | -$22.7K | 0.54% | 25 |
|
|
2019
Q2 | $1.74M | Buy |
22,680
+2,987
| +15% | +$229K | 0.69% | 22 |
|
|
2019
Q1 | $1.59M | Buy |
19,693
+461
| +2% | +$37.3K | 0.67% | 22 |
|
|
2018
Q4 | $1.31M | Buy |
+19,232
| New | +$1.31M | 0.65% | 32 |
|