JPLA
Joseph P. Lucia & Associates’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
2,126
-73
| -3% | -$7.87K | 0.09% | 135 |
|
|
2025
Q1 | $261K | Buy |
2,199
+4
| +0.2% | +$476 | 0.12% | 117 |
|
|
2024
Q4 | $236K | Buy |
+2,195
| New | +$236K | 0.11% | 120 |
|
|
2022
Q3 | – | Sell |
-916
| Closed | -$78K | – | 453 |
|
|
2022
Q2 | $78K | Buy |
916
+30
| +3% | +$2.56K | 0.06% | 157 |
|
|
2022
Q1 | $73K | Buy |
+886
| New | +$73K | 0.04% | 171 |
|
|
2021
Q4 | – | Sell |
-1,123
| Closed | -$66K | – | 567 |
|
|
2021
Q3 | $66K | Sell |
1,123
-50
| -4% | -$2.94K | 0.04% | 200 |
|
|
2021
Q2 | $74K | Hold |
1,173
| – | – | 0.04% | 194 |
|
|
2021
Q1 | $65K | Buy |
1,173
+38
| +3% | +$2.11K | 0.03% | 190 |
|
|
2020
Q4 | $47K | Buy |
+1,135
| New | +$47K | 0.03% | 190 |
|
|
2020
Q3 | – | Sell |
-1,429
| Closed | -$64K | – | 475 |
|
|
2020
Q2 | $64K | Buy |
1,429
+400
| +39% | +$17.9K | 0.06% | 158 |
|
|
2020
Q1 | $39K | Buy |
1,029
+186
| +22% | +$7.05K | 0.04% | 177 |
|
|
2019
Q4 | $59K | Sell |
843
-50
| -6% | -$3.5K | 0.05% | 161 |
|
|
2019
Q3 | $63K | Buy |
893
+12
| +1% | +$847 | 0.06% | 154 |
|
|
2019
Q2 | $68K | Sell |
881
-83,696
| -99% | -$6.46M | 0.07% | 147 |
|
|
2019
Q1 | $1.02K | Buy |
+84,577
| New | +$1.02K | 0.08% | 118 |
|