IAA
Ironsides Asset Advisors’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $358K | Sell |
3,325
-1,155
| -26% | -$125K | 0.1% | 44 |
|
2025
Q1 | $533K | Hold |
4,480
| – | – | 0.16% | 39 |
|
2024
Q4 | $482K | Sell |
4,480
-3,393
| -43% | -$365K | 0.14% | 44 |
|
2024
Q3 | $923K | Hold |
7,873
| – | – | 0.27% | 29 |
|
2024
Q2 | $906K | Buy |
+7,873
| New | +$906K | 0.3% | 27 |
|
2017
Q1 | – | Sell |
-57,165
| Closed | -$5.16M | – | 146 |
|
2016
Q4 | $5.16M | Buy |
57,165
+169
| +0.3% | +$15.3K | 1.41% | 13 |
|
2016
Q3 | $4.98M | Buy |
56,996
+826
| +1% | +$72.1K | 1.35% | 12 |
|
2016
Q2 | $5.27M | Buy |
56,170
+7,006
| +14% | +$657K | 1.61% | 11 |
|
2016
Q1 | $4.11M | Buy |
49,164
+17,363
| +55% | +$1.45M | 1.03% | 17 |
|
2015
Q4 | $2.48M | Sell |
31,801
-1,012
| -3% | -$78.9K | 0.66% | 35 |
|
2015
Q3 | $2.44M | Buy |
32,813
+3,093
| +10% | +$230K | 0.68% | 30 |
|
2015
Q2 | $2.47M | Buy |
29,720
+275
| +0.9% | +$22.9K | 0.7% | 31 |
|
2015
Q1 | $2.5M | Sell |
29,445
-760
| -3% | -$64.6K | 0.68% | 31 |
|
2014
Q4 | $2.79M | Buy |
30,205
+797
| +3% | +$73.7K | 0.77% | 26 |
|
2014
Q3 | $2.77M | Sell |
29,408
-2,873
| -9% | -$270K | 0.8% | 24 |
|
2014
Q2 | $3.25M | Buy |
+32,281
| New | +$3.25M | 0.94% | 21 |
|