Johnson Financial Group LLC (Colorado)’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $952K | Sell |
8,829
-498
| -5% | -$53.7K | 0.09% | 30 |
|
|
2025
Q1 | $1.11M | Buy |
9,327
+1,532
| +20% | +$182K | 0.12% | 32 |
|
|
2024
Q4 | $839K | Hold |
7,795
| – | – | 0.1% | 29 |
|
|
2024
Q3 | $914K | Hold |
7,795
| – | – | 0.11% | 22 |
|
|
2024
Q2 | $897K | Hold |
7,795
| – | – | 0.12% | 17 |
|
|
2024
Q1 | $906K | Sell |
7,795
-19,945
| -72% | -$2.32M | 0.11% | 22 |
|
|
2023
Q4 | $2.77M | Buy |
27,740
+16,180
| +140% | +$1.62M | 0.36% | 15 |
|
|
2023
Q3 | $1.36M | Sell |
11,560
-367
| -3% | -$43.2K | 0.19% | 18 |
|
|
2023
Q2 | $1.28M | Hold |
11,927
| – | – | 0.17% | 17 |
|
|
2023
Q1 | $1.31M | Buy |
11,927
+343
| +3% | +$37.6K | 0.2% | 17 |
|
|
2022
Q4 | $1.28M | Sell |
11,584
-367
| -3% | -$40.5K | 0.22% | 17 |
|
|
2022
Q3 | $1.04M | Sell |
11,951
-77
| -0.6% | -$6.72K | 0.14% | 27 |
|
|
2022
Q2 | $1.03M | Sell |
12,028
-7,796
| -39% | -$668K | 0.21% | 19 |
|
|
2022
Q1 | $1.64M | Buy |
19,824
+15,614
| +371% | +$1.29M | 0.27% | 19 |
|
|
2021
Q4 | $258K | Buy |
4,210
+445
| +12% | +$27.3K | 0.04% | 63 |
|
|
2021
Q3 | $221K | Sell |
3,765
-907
| -19% | -$53.2K | 0.04% | 70 |
|
|
2021
Q2 | $295K | Buy |
4,672
+32
| +0.7% | +$2.02K | 0.06% | 64 |
|
|
2021
Q1 | $259K | Buy |
+4,640
| New | +$259K | 0.06% | 60 |
|
|
2020
Q3 | – | Sell |
-4,834
| Closed | -$216K | – | 27 |
|
|
2020
Q2 | $216K | Sell |
4,834
-18,236
| -79% | -$815K | 0.08% | 19 |
|
|
2020
Q1 | $876K | Sell |
23,070
-35
| -0.2% | -$1.33K | 0.67% | 8 |
|
|
2019
Q4 | $1.61M | Sell |
23,105
-662
| -3% | -$46.2K | 1.07% | 9 |
|
|
2019
Q3 | $1.68M | Sell |
23,767
-69
| -0.3% | -$4.87K | 1.16% | 8 |
|
|
2019
Q2 | $1.83M | Buy |
+23,836
| New | +$1.83M | 1.16% | 8 |
|
|
2018
Q1 | $318K | Buy |
4,263
+36
| +0.9% | +$2.69K | 0.26% | 37 |
|
|
2017
Q4 | $354K | Sell |
4,227
-1,520
| -26% | -$127K | 0.27% | 40 |
|
|
2017
Q3 | $471K | Buy |
5,747
+264
| +5% | +$21.6K | 0.39% | 17 |
|
|
2017
Q2 | $442K | Buy |
5,483
+117
| +2% | +$9.43K | 0.37% | 18 |
|
|
2017
Q1 | $440K | Sell |
5,366
-4,699
| -47% | -$385K | 0.5% | 18 |
|
|
2016
Q4 | $908K | Buy |
+10,065
| New | +$908K | 0.73% | 20 |
|