KFS
Kelly Financial Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Buy |
5,758
+242
| +4% | +$26.1K | 0.18% | 53 |
|
|
2025
Q1 | $656K | Sell |
5,516
-204
| -4% | -$24.3K | 0.23% | 46 |
|
|
2024
Q4 | $615K | Buy |
5,720
+116
| +2% | +$12.5K | 0.22% | 54 |
|
|
2024
Q3 | $657K | Sell |
5,604
-283
| -5% | -$33.2K | 0.24% | 53 |
|
|
2024
Q2 | $678K | Buy |
5,887
+309
| +6% | +$35.6K | 0.24% | 52 |
|
|
2024
Q1 | $648K | Hold |
5,578
| – | – | 0.25% | 56 |
|
|
2023
Q4 | $558K | Buy |
5,578
+19
| +0.3% | +$1.9K | 0.23% | 52 |
|
|
2023
Q3 | $654K | Buy |
5,559
+328
| +6% | +$38.6K | 0.3% | 49 |
|
|
2023
Q2 | $561K | Sell |
5,231
-233
| -4% | -$25K | 0.27% | 46 |
|
|
2023
Q1 | $599K | Buy |
5,464
+16
| +0.3% | +$1.76K | 0.3% | 42 |
|
|
2022
Q4 | $601K | Buy |
5,448
+17
| +0.3% | +$1.88K | 0.32% | 40 |
|
|
2022
Q3 | $474K | Sell |
5,431
-37
| -0.7% | -$3.23K | 0.28% | 44 |
|
|
2022
Q2 | $468K | Sell |
5,468
-203
| -4% | -$17.4K | 0.25% | 51 |
|
|
2022
Q1 | $468K | Buy |
5,671
+110
| +2% | +$9.09K | 0.21% | 43 |
|
|
2021
Q4 | $340K | Buy |
5,561
+44
| +0.8% | +$2.69K | 0.16% | 53 |
|
|
2021
Q3 | $324K | Sell |
5,517
-364,200
| -99% | -$21.4M | 0.18% | 47 |
|
|
2021
Q2 | $5.86M | Buy |
369,717
+363,938
| +6,298% | +$5.77M | 0.23% | 26 |
|
|
2021
Q1 | $323K | Buy |
5,779
+81
| +1% | +$4.52K | 0.2% | 31 |
|
|
2020
Q4 | $235K | Sell |
5,698
-26
| -0.5% | -$1.07K | 0.16% | 34 |
|
|
2020
Q3 | $196K | Buy |
5,724
+101
| +2% | +$3.47K | 0.14% | 30 |
|
|
2020
Q2 | $251K | Buy |
5,623
+88
| +2% | +$3.94K | 0.2% | 22 |
|
|
2020
Q1 | $210K | Sell |
5,535
-963
| -15% | -$36.6K | 0.26% | 17 |
|
|
2019
Q4 | $453K | Sell |
6,498
-897
| -12% | -$62.6K | 0.35% | 13 |
|
|
2019
Q3 | $522K | Sell |
7,395
-510
| -6% | -$36K | 0.47% | 10 |
|
|
2019
Q2 | $606K | Sell |
7,905
-1,070
| -12% | -$82K | 0.55% | 9 |
|
|
2019
Q1 | $725K | Buy |
+8,975
| New | +$725K | 0.81% | 8 |
|