JNBA Financial Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Hold |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $869K | Sell |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $908K | Sell |
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|
2023
Q1 | $961K | Buy |
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|
2022
Q4 | $924K | Sell |
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|
2022
Q3 | $738K | Sell |
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|
2022
Q2 | $754K | Sell |
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|
2022
Q1 | $790K | Sell |
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|
2021
Q4 | $643K | Buy |
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|
2021
Q3 | $600K | Sell |
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|
2021
Q2 | $689K | Sell |
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|
2021
Q1 | $624K | Sell |
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|
2020
Q4 | $514K | Sell |
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|
2020
Q3 | $592K | Buy |
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|
2020
Q2 | $763K | Buy |
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|
2020
Q1 | $628K | Sell |
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|
2019
Q4 | $1.21M | Buy |
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|
2019
Q3 | $1.2M | Sell |
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|
2019
Q2 | $1.37M | Sell |
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|
2019
Q1 | $1.45M | Sell |
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|
2018
Q4 | $1.25M | Buy |
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|
2018
Q3 | $1.12M | Sell |
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|
2018
Q2 | $1.72M | Sell |
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|
2018
Q1 | $1.57M | Sell |
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|
2017
Q4 | $1.77M | Sell |
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|
2017
Q3 | $1.8M | Sell |
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|
2017
Q2 | $1.81M | Buy |
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|
2017
Q1 | $1.68M | Sell |
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|
2016
Q4 | $1.91M | Sell |
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|
2016
Q3 | $3.72M | Buy |
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|
2016
Q2 | $2.44M | Sell |
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|
2016
Q1 | $2.26M | Buy |
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|
2015
Q4 | $2.08M | Buy |
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|
2015
Q3 | $1.93M | Buy |
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|
2015
Q2 | $2.04M | Sell |
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|
2015
Q1 | $2.17M | Sell |
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|
2014
Q4 | $2.37M | Buy |
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|
2014
Q3 | $2.34M | Buy |
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|
2014
Q2 | $2.38M | Buy |
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|
2014
Q1 | $2.29M | Sell |
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|
2013
Q4 | $2.41M | Sell |
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|
2013
Q3 | $2.12M | Sell |
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|
2013
Q2 | $2.25M | Buy |
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