Heartland Bank & Trust’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 | $2.01M | Sell |
18,611
-393
| -2% | -$42.4K | 0.94% | 21 |
|
|
2025
Q1 | $2.26M | Buy |
19,004
+909
| +5% | +$108K | 1.16% | 16 |
|
|
2024
Q4 | $1.95M | Sell |
18,095
-341
| -2% | -$36.7K | 1.06% | 19 |
|
|
2024
Q3 | $2.16M | Buy |
18,436
+168
| +0.9% | +$19.7K | 1.17% | 14 |
|
|
2024
Q2 | $2.1M | Buy |
18,268
+160
| +0.9% | +$18.4K | 1.19% | 14 |
|
|
2024
Q1 | $2.1M | Buy |
18,108
+7,872
| +77% | +$915K | 1.22% | 15 |
|
|
2023
Q4 | $1.02M | Sell |
10,236
-8,211
| -45% | -$821K | 0.7% | 28 |
|
|
2023
Q3 | $2.17M | Buy |
18,447
+10
| +0.1% | +$1.18K | 1.71% | 11 |
|
|
2023
Q2 | $1.98M | Sell |
18,437
-1,077
| -6% | -$116K | 1.55% | 11 |
|
|
2023
Q1 | $2.14M | Buy |
19,514
+13,188
| +208% | +$1.45M | 1.62% | 12 |
|
|
2022
Q4 | $698K | Sell |
6,326
-148
| -2% | -$16.3K | 0.52% | 45 |
|
|
2022
Q3 | $565K | Sell |
6,474
-2,062
| -24% | -$180K | 0.54% | 63 |
|
|
2022
Q2 | $731K | Buy |
8,536
+2,000
| +31% | +$171K | 0.65% | 49 |
|
|
2022
Q1 | $540K | Hold |
6,536
| – | – | 0.41% | 79 |
|
|
2021
Q4 | $400K | Buy |
+6,536
| New | +$400K | 0.3% | 99 |
|