Key Financial 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 | $5.29M | Sell |
49,110
-142
| -0.3% | -$15.3K | 1.07% | 24 |
|
|
2025
Q1 | $5.86M | Sell |
49,252
-1,012
| -2% | -$120K | 1.27% | 20 |
|
|
2024
Q4 | $5.41M | Sell |
50,264
-388
| -0.8% | -$41.7K | 1.23% | 22 |
|
|
2024
Q3 | $5.94M | Sell |
50,652
-35
| -0.1% | -$4.1K | 1.31% | 17 |
|
|
2024
Q2 | $5.84M | Sell |
50,687
-697
| -1% | -$80.2K | 1.4% | 17 |
|
|
2024
Q1 | $5.97M | Sell |
51,384
-2,151
| -4% | -$250K | 1.52% | 14 |
|
|
2023
Q4 | $5.35M | Sell |
53,535
-46
| -0.1% | -$4.6K | 1.46% | 15 |
|
|
2023
Q3 | $6.3M | Buy |
53,581
+1,057
| +2% | +$124K | 2.12% | 9 |
|
|
2023
Q2 | $5.63M | Sell |
52,524
-663
| -1% | -$71.1K | 1.87% | 8 |
|
|
2023
Q1 | $5.83M | Sell |
53,187
-787
| -1% | -$86.3K | 2.13% | 7 |
|
|
2022
Q4 | $4.71M | Hold |
53,974
| – | – | 2.23% | 7 |
|
|
2022
Q3 | $4.71M | Buy |
53,974
+14,695
| +37% | +$1.28M | 2.22% | 7 |
|
|
2022
Q2 | $3.44M | Buy |
39,279
+863
| +2% | +$75.6K | 1.86% | 11 |
|
|
2022
Q1 | $3.17M | Sell |
38,416
-5,803
| -13% | -$479K | 1.58% | 12 |
|
|
2021
Q4 | $2.71M | Sell |
44,219
-688
| -2% | -$42.1K | 1.36% | 15 |
|
|
2021
Q3 | $2.64M | Sell |
44,907
-82
| -0.2% | -$4.82K | 1.49% | 14 |
|
|
2021
Q2 | $2.59M | Buy |
44,989
+2,119
| +5% | +$122K | 1.45% | 15 |
|
|
2021
Q1 | $2.39M | Buy |
42,870
+1,080
| +3% | +$60.3K | 1.58% | 13 |
|
|
2020
Q4 | $1.72M | Sell |
41,790
-293
| -0.7% | -$12.1K | 1.28% | 15 |
|
|
2020
Q3 | $1.45M | Sell |
42,083
-301
| -0.7% | -$10.3K | 1.48% | 17 |
|
|
2020
Q2 | $1.88M | Sell |
42,384
-410
| -1% | -$18.2K | 2.15% | 10 |
|
|
2020
Q1 | $1.61M | Sell |
42,794
-2,223
| -5% | -$83.4K | 1.65% | 10 |
|
|
2019
Q4 | $3.14M | Buy |
+45,017
| New | +$3.14M | 2.95% | 5 |
|