Kelman-Lazarov Inc’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 | $225K | Sell |
2,088
-98
| -4% | -$10.6K | 0.04% | 115 |
|
|
2025
Q1 | $260K | Sell |
2,186
-1,976
| -47% | -$235K | 0.05% | 104 |
|
|
2024
Q4 | $448K | Sell |
4,162
-1,434
| -26% | -$154K | 0.08% | 76 |
|
|
2024
Q3 | $656K | Hold |
5,596
| – | – | 0.11% | 64 |
|
|
2024
Q2 | $644K | Buy |
5,596
+290
| +5% | +$33.4K | 0.12% | 60 |
|
|
2024
Q1 | $617K | Sell |
5,306
-37
| -0.7% | -$4.3K | 0.12% | 62 |
|
|
2023
Q4 | $534K | Sell |
5,343
-103
| -2% | -$10.3K | 0.12% | 64 |
|
|
2023
Q3 | $640K | Buy |
5,446
+48
| +0.9% | +$5.64K | 0.15% | 53 |
|
|
2023
Q2 | $579K | Buy |
5,398
+2,397
| +80% | +$257K | 0.14% | 55 |
|
|
2023
Q1 | $329K | Hold |
3,001
| – | – | 0.09% | 80 |
|
|
2022
Q4 | $331K | Buy |
3,001
+27
| +0.9% | +$2.98K | 0.09% | 74 |
|
|
2022
Q3 | $260K | Sell |
2,974
-478
| -14% | -$41.8K | 0.09% | 77 |
|
|
2022
Q2 | $296K | Hold |
3,452
| – | – | 0.1% | 69 |
|
|
2022
Q1 | $285K | Sell |
3,452
-1,247
| -27% | -$103K | 0.09% | 69 |
|
|
2021
Q4 | $288K | Buy |
4,699
+16
| +0.3% | +$981 | 0.09% | 70 |
|
|
2021
Q3 | $275K | Buy |
4,683
+1,109
| +31% | +$65.1K | 0.1% | 69 |
|
|
2021
Q2 | $225K | Buy |
+3,574
| New | +$225K | 0.08% | 79 |
|
|
2017
Q1 | – | Sell |
-2,439
| Closed | -$220K | – | 263 |
|
|
2016
Q4 | $220K | Sell |
2,439
-1,775
| -42% | -$160K | 0.12% | 105 |
|
|
2016
Q3 | $363K | Buy |
4,214
+100
| +2% | +$8.63K | 0.21% | 93 |
|
|
2016
Q2 | $386K | Sell |
4,114
-200
| -5% | -$18.8K | 0.22% | 94 |
|
|
2016
Q1 | $358K | Buy |
+4,314
| New | +$358K | 0.21% | 97 |
|