IA
IFG Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
19,784
-575
| -3% | -$62K | 0.36% | 37 |
|
|
2025
Q1 | $2.42M | Hold |
20,359
| – | – | 0.47% | 27 |
|
|
2024
Q4 | $2.19M | Buy |
20,359
+350
| +2% | +$37.7K | 0.44% | 32 |
|
|
2024
Q3 | $2.35M | Hold |
20,009
| – | – | 0.5% | 31 |
|
|
2024
Q2 | $2.3M | Buy |
20,009
+56
| +0.3% | +$6.45K | 0.54% | 31 |
|
|
2024
Q1 | $2.32M | Hold |
19,953
| – | – | 0.6% | 24 |
|
|
2023
Q4 | $1.99M | Sell |
19,953
-419
| -2% | -$41.9K | 0.59% | 26 |
|
|
2023
Q3 | $2.4M | Buy |
20,372
+11
| +0.1% | +$1.29K | 0.85% | 22 |
|
|
2023
Q2 | $2.18M | Hold |
20,361
| – | – | 0.77% | 23 |
|
|
2023
Q1 | $2.23M | Hold |
20,361
| – | – | 0.88% | 22 |
|
|
2022
Q4 | $2.25M | Hold |
20,361
| – | – | 0.98% | 21 |
|
|
2022
Q3 | $1.78M | Buy |
20,361
+25
| +0.1% | +$2.18K | 0.9% | 21 |
|
|
2022
Q2 | $1.74M | Hold |
20,336
| – | – | 0.88% | 21 |
|
|
2022
Q1 | $1.68M | Hold |
20,336
| – | – | 0.74% | 23 |
|
|
2021
Q4 | $1.24M | Sell |
20,336
-695
| -3% | -$42.5K | 0.53% | 29 |
|
|
2021
Q3 | $1.24M | Buy |
21,031
+11
| +0.1% | +$647 | 0.57% | 25 |
|
|
2021
Q2 | $1.33M | Buy |
21,020
+122
| +0.6% | +$7.7K | 0.63% | 21 |
|
|
2021
Q1 | $1.17M | Buy |
20,898
+6,844
| +49% | +$382K | 0.64% | 17 |
|
|
2020
Q4 | $579K | Sell |
14,054
-6,822
| -33% | -$281K | 0.36% | 42 |
|
|
2020
Q3 | $717K | Buy |
20,876
+40
| +0.2% | +$1.37K | 0.51% | 21 |
|
|
2020
Q2 | $932K | Buy |
20,836
+12
| +0.1% | +$537 | 0.74% | 16 |
|
|
2020
Q1 | $791K | Buy |
20,824
+12
| +0.1% | +$456 | 0.78% | 16 |
|
|
2019
Q4 | $1.45M | Buy |
20,812
+8
| +0% | +$558 | 1.2% | 15 |
|
|
2019
Q3 | $1.47M | Buy |
+20,804
| New | +$1.47M | 1.37% | 15 |
|