Keynote Financial Services’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
$1.19M Sell
11,046
-150
-1% -$16.2K 0.8% 35
2025
Q1
$1.33M Buy
11,196
+50
+0.4% +$5.95K 0.95% 30
2024
Q4
$1.2M Sell
11,146
-200
-2% -$21.5K 0.92% 29
2024
Q3
$1.33M Sell
11,346
-100
-0.9% -$11.7K 1.02% 27
2024
Q2
$1.32M Sell
11,446
-55
-0.5% -$6.33K 1.1% 24
2024
Q1
$1.34M Buy
+11,501
New +$1.34M 1.12% 25