Heron Financial Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.8M | Sell |
16,762
-24
| -0.1% | -$2.57K | 0.97% | 24 |
|
|
2023
Q1 | $1.84M | Sell |
16,786
-2,076
| -11% | -$228K | 1.01% | 22 |
|
|
2022
Q4 | $2.06M | Sell |
18,862
-120
| -0.6% | -$13.1K | 1.38% | 12 |
|
|
2022
Q3 | $1.66M | Buy |
18,982
+960
| +5% | +$83.8K | 1.02% | 18 |
|
|
2022
Q2 | $1.54M | Buy |
18,022
+289
| +2% | +$24.7K | 0.94% | 25 |
|
|
2022
Q1 | $1.47M | Sell |
17,733
-847
| -5% | -$70K | 0.76% | 33 |
|
|
2021
Q4 | $1.5M | Buy |
18,580
+48
| +0.3% | +$3.88K | 0.81% | 31 |
|
|
2021
Q3 | $1.09M | Buy |
18,532
+2
| +0% | +$118 | 0.61% | 38 |
|
|
2021
Q2 | $1.17M | Hold |
18,530
| – | – | 0.67% | 35 |
|
|
2021
Q1 | $1.06M | Sell |
18,530
-286
| -2% | -$16.4K | 0.64% | 36 |
|
|
2020
Q4 | $846K | Sell |
18,816
-1,536
| -8% | -$69.1K | 0.58% | 41 |
|
|
2020
Q3 | $687K | Buy |
20,352
+4,429
| +28% | +$150K | 0.55% | 46 |
|
|
2020
Q2 | $679K | Buy |
15,923
+875
| +6% | +$37.3K | 0.61% | 38 |
|
|
2020
Q1 | $638K | Buy |
15,048
+119
| +0.8% | +$5.05K | 0.66% | 40 |
|
|
2019
Q4 | $904K | Buy |
+14,929
| New | +$904K | 0.75% | 33 |
|