Key Financial Inc’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.48M Sell
2025
Q2
$5.29M Sell
2025
Q1
$5.86M Sell
2024
Q4
$5.41M Sell
2024
Q3
$5.94M Sell
2024
Q2
$5.84M Sell
2024
Q1
$5.97M Sell
2023
Q4
$5.35M Sell
2023
Q3
$6.3M Buy
2023
Q2
$5.63M Sell
2023
Q1
$5.83M Sell
2022
Q4
$4.71M Hold
2022
Q3
$4.71M Buy
2022
Q2
$3.44M Buy
2022
Q1
$3.17M Sell
2021
Q4
$2.71M Sell
2021
Q3
$2.64M Sell
2021
Q2
$2.59M Buy
2021
Q1
$2.39M Buy
2020
Q4
$1.72M Sell
2020
Q3
$1.45M Sell
2020
Q2
$1.88M Sell
2020
Q1
$1.6M Sell
2019
Q4
$3.14M Buy