HTLF Bank’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
$2.24M Sell
20,854
-1,599
-7% -$172K 0.25% 65
2024
Q3
$2.63M Sell
22,453
-6,333
-22% -$742K 0.29% 62
2024
Q2
$3.31M Sell
28,786
-1,940
-6% -$223K 0.38% 56
2024
Q1
$3.57M Sell
30,726
-1,843
-6% -$214K 0.41% 56
2023
Q4
$3.26M Buy
+32,569
New +$3.26M 0.38% 60