JFA
JNBA Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Hold |
9,449
| – | – | 0.1% | 90 |
|
|
2025
Q1 | $1.12M | Sell |
9,449
-90
| -0.9% | -$10.7K | 0.12% | 83 |
|
|
2024
Q4 | $1.03M | Sell |
9,539
-158
| -2% | -$17K | 0.1% | 87 |
|
|
2024
Q3 | $1.14M | Buy |
9,697
+29
| +0.3% | +$3.4K | 0.11% | 82 |
|
|
2024
Q2 | $1.11M | Buy |
9,668
+984
| +11% | +$113K | 0.12% | 85 |
|
|
2024
Q1 | $1.01M | Sell |
8,684
-10
| -0.1% | -$1.16K | 0.11% | 93 |
|
|
2023
Q4 | $869K | Sell |
8,694
-301
| -3% | -$30.1K | 0.1% | 104 |
|
|
2023
Q3 | $1.06M | Buy |
8,995
+527
| +6% | +$62K | 0.13% | 91 |
|
|
2023
Q2 | $908K | Sell |
8,468
-292
| -3% | -$31.3K | 0.11% | 105 |
|
|
2023
Q1 | $961K | Buy |
8,760
+384
| +5% | +$42.1K | 0.13% | 97 |
|
|
2022
Q4 | $924K | Sell |
8,376
-78
| -0.9% | -$8.6K | 0.13% | 100 |
|
|
2022
Q3 | $738K | Sell |
8,454
-350
| -4% | -$30.6K | 0.11% | 104 |
|
|
2022
Q2 | $754K | Sell |
8,804
-759
| -8% | -$65K | 0.11% | 103 |
|
|
2022
Q1 | $790K | Sell |
9,563
-942
| -9% | -$77.8K | 0.1% | 103 |
|
|
2021
Q4 | $643K | Buy |
10,505
+303
| +3% | +$18.5K | 0.08% | 115 |
|
|
2021
Q3 | $600K | Sell |
10,202
-716
| -7% | -$42.1K | 0.08% | 113 |
|
|
2021
Q2 | $689K | Sell |
10,918
-262
| -2% | -$16.5K | 0.09% | 105 |
|
|
2021
Q1 | $624K | Sell |
11,180
-1,294
| -10% | -$72.2K | 0.09% | 106 |
|
|
2020
Q4 | $514K | Sell |
12,474
-4,763
| -28% | -$196K | 0.08% | 108 |
|
|
2020
Q3 | $592K | Buy |
17,237
+171
| +1% | +$5.87K | 0.12% | 90 |
|
|
2020
Q2 | $763K | Buy |
17,066
+536
| +3% | +$24K | 0.16% | 85 |
|
|
2020
Q1 | $628K | Sell |
16,530
-815
| -5% | -$31K | 0.15% | 83 |
|
|
2019
Q4 | $1.21M | Buy |
17,345
+321
| +2% | +$22.4K | 0.23% | 64 |
|
|
2019
Q3 | $1.2M | Sell |
17,024
-828
| -5% | -$58.5K | 0.24% | 58 |
|
|
2019
Q2 | $1.37M | Sell |
17,852
-32
| -0.2% | -$2.45K | 0.28% | 53 |
|
|
2019
Q1 | $1.45M | Sell |
17,884
-413
| -2% | -$33.4K | 0.31% | 44 |
|
|
2018
Q4 | $1.25M | Buy |
18,297
+5,164
| +39% | +$352K | 0.28% | 43 |
|
|
2018
Q3 | $1.12M | Sell |
13,133
-7,624
| -37% | -$648K | 0.5% | 51 |
|
|
2018
Q2 | $1.72M | Sell |
20,757
-231
| -1% | -$19.1K | 0.36% | 36 |
|
|
2018
Q1 | $1.57M | Sell |
20,988
-192
| -0.9% | -$14.3K | 0.34% | 37 |
|
|
2017
Q4 | $1.77M | Sell |
21,180
-780
| -4% | -$65.3K | 0.37% | 35 |
|
|
2017
Q3 | $1.8M | Sell |
21,960
-446
| -2% | -$36.6K | 0.4% | 30 |
|
|
2017
Q2 | $1.81M | Buy |
22,406
+1,900
| +9% | +$153K | 0.41% | 29 |
|
|
2017
Q1 | $1.68M | Sell |
20,506
-641
| -3% | -$52.6K | 0.4% | 29 |
|
|
2016
Q4 | $1.91M | Sell |
21,147
-21,504
| -50% | -$1.94M | 0.46% | 27 |
|
|
2016
Q3 | $3.72M | Buy |
42,651
+16,597
| +64% | +$1.45M | 0.54% | 20 |
|
|
2016
Q2 | $2.44M | Sell |
26,054
-965
| -4% | -$90.4K | 0.68% | 22 |
|
|
2016
Q1 | $2.26M | Buy |
27,019
+356
| +1% | +$29.8K | 0.81% | 18 |
|
|
2015
Q4 | $2.08M | Buy |
26,663
+645
| +2% | +$50.3K | 0.8% | 18 |
|
|
2015
Q3 | $1.93M | Buy |
26,018
+1,464
| +6% | +$109K | 0.82% | 18 |
|
|
2015
Q2 | $2.04M | Sell |
24,554
-921
| -4% | -$76.6K | 0.77% | 18 |
|
|
2015
Q1 | $2.17M | Sell |
25,475
-132
| -0.5% | -$11.2K | 0.83% | 17 |
|
|
2014
Q4 | $2.37M | Buy |
25,607
+705
| +3% | +$65.2K | 0.95% | 17 |
|
|
2014
Q3 | $2.34M | Buy |
24,902
+1,268
| +5% | +$119K | 1.06% | 18 |
|
|
2014
Q2 | $2.38M | Buy |
23,634
+159
| +0.7% | +$16K | 1.15% | 15 |
|
|
2014
Q1 | $2.29M | Sell |
23,475
-317
| -1% | -$31K | 1.21% | 16 |
|
|
2013
Q4 | $2.41M | Sell |
23,792
-819
| -3% | -$82.9K | 1.32% | 16 |
|
|
2013
Q3 | $2.12M | Sell |
24,611
-269
| -1% | -$23.2K | 1.32% | 17 |
|
|
2013
Q2 | $2.25M | Buy |
+24,880
| New | +$2.25M | 1.54% | 17 |
|