LJAC
L.J. Altfest & Co’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Sell |
25,698
-198
| -0.8% | -$21.3K | 0.33% | 61 |
|
|
2025
Q1 | $3.08M | Sell |
25,896
-112
| -0.4% | -$13.3K | 0.39% | 52 |
|
|
2024
Q4 | $2.8M | Sell |
26,008
-2,889
| -10% | -$311K | 0.36% | 56 |
|
|
2024
Q3 | $3.39M | Buy |
28,897
+230
| +0.8% | +$27K | 0.45% | 44 |
|
|
2024
Q2 | $3.3M | Sell |
28,667
-13,201
| -32% | -$1.52M | 0.45% | 41 |
|
|
2024
Q1 | $4.87M | Buy |
41,868
+624
| +2% | +$72.5K | 0.69% | 31 |
|
|
2023
Q4 | $4.12M | Buy |
41,244
+103
| +0.3% | +$10.3K | 0.6% | 37 |
|
|
2023
Q3 | $4.84M | Sell |
41,141
-1,749
| -4% | -$206K | 0.76% | 25 |
|
|
2023
Q2 | $4.6M | Sell |
42,890
-1,428
| -3% | -$153K | 0.69% | 28 |
|
|
2023
Q1 | $4.86M | Buy |
44,318
+96
| +0.2% | +$10.5K | 0.76% | 24 |
|
|
2022
Q4 | $4.88M | Sell |
44,222
-347
| -0.8% | -$38.3K | 0.81% | 28 |
|
|
2022
Q3 | $3.89M | Buy |
44,569
+7,073
| +19% | +$617K | 0.73% | 24 |
|
|
2022
Q2 | $3.21M | Buy |
37,496
+673
| +2% | +$57.6K | 0.58% | 33 |
|
|
2022
Q1 | $3.04M | Sell |
36,823
-1,978
| -5% | -$163K | 0.54% | 32 |
|
|
2021
Q4 | $2.37M | Buy |
38,801
+4
| +0% | +$245 | 0.45% | 48 |
|
|
2021
Q3 | $2.28M | Buy |
38,797
+215
| +0.6% | +$12.6K | 0.48% | 37 |
|
|
2021
Q2 | $2.43M | Buy |
38,582
+130
| +0.3% | +$8.2K | 0.52% | 35 |
|
|
2021
Q1 | $2.15M | Buy |
38,452
+172
| +0.4% | +$9.6K | 0.51% | 38 |
|
|
2020
Q4 | $1.58M | Buy |
38,280
+1,173
| +3% | +$48.4K | 0.39% | 45 |
|
|
2020
Q3 | $1.27M | Sell |
37,107
-157
| -0.4% | -$5.39K | 0.34% | 51 |
|
|
2020
Q2 | $1.67M | Buy |
37,264
+848
| +2% | +$37.9K | 0.48% | 37 |
|
|
2020
Q1 | $1.38M | Buy |
36,416
+1,993
| +6% | +$75.7K | 0.43% | 40 |
|
|
2019
Q4 | $2.4M | Sell |
34,423
-287
| -0.8% | -$20K | 0.61% | 30 |
|
|
2019
Q3 | $2.45M | Sell |
34,710
-1,472
| -4% | -$104K | 0.63% | 28 |
|
|
2019
Q2 | $2.77M | Buy |
36,182
+244
| +0.7% | +$18.7K | 0.74% | 23 |
|
|
2019
Q1 | $2.9M | Sell |
35,938
-489
| -1% | -$39.5K | 0.71% | 21 |
|
|
2018
Q4 | $2.48M | Buy |
36,427
+170
| +0.5% | +$11.6K | 0.69% | 21 |
|
|
2018
Q3 | $3.08M | Sell |
36,257
-115
| -0.3% | -$9.78K | 0.9% | 18 |
|
|
2018
Q2 | $3.01M | Sell |
36,372
-4,256
| -10% | -$352K | 1.12% | 15 |
|
|
2018
Q1 | $3.03M | Buy |
40,628
+534
| +1% | +$39.8K | 1.31% | 15 |
|
|
2017
Q4 | $3.35M | Sell |
40,094
-8,421
| -17% | -$704K | 1.27% | 13 |
|
|
2017
Q3 | $3.98M | Sell |
48,515
-7,616
| -14% | -$624K | 1.93% | 6 |
|
|
2017
Q2 | $4.53M | Sell |
56,131
-189
| -0.3% | -$15.3K | 2.74% | 5 |
|
|
2017
Q1 | $4.62M | Sell |
56,320
-385
| -0.7% | -$31.6K | 1.83% | 7 |
|
|
2016
Q4 | $5.12M | Sell |
56,705
-1,156
| -2% | -$104K | 2.56% | 3 |
|
|
2016
Q3 | $5.05M | Sell |
57,861
-446
| -0.8% | -$38.9K | 3.36% | 3 |
|
|
2016
Q2 | $5.47M | Buy |
58,307
+2,467
| +4% | +$231K | 3.81% | 2 |
|
|
2016
Q1 | $4.67M | Buy |
55,840
+82
| +0.1% | +$6.86K | 4.81% | 2 |
|
|
2015
Q4 | $4.35M | Sell |
55,758
-1,546
| -3% | -$121K | 4.25% | 2 |
|
|
2015
Q3 | $4.26M | Buy |
57,304
+526
| +0.9% | +$39.1K | 4.21% | 1 |
|
|
2015
Q2 | $4.72M | Sell |
56,778
-436
| -0.8% | -$36.3K | 4.33% | 1 |
|
|
2015
Q1 | $4.86M | Buy |
57,214
+3,657
| +7% | +$311K | 4.53% | 1 |
|
|
2014
Q4 | $4.95M | Buy |
53,557
+257
| +0.5% | +$23.8K | 4.05% | 2 |
|
|
2014
Q3 | $5.01M | Sell |
53,300
-9
| -0% | -$845 | 4.92% | 2 |
|
|
2014
Q2 | $5.47M | Buy |
53,309
+506
| +1% | +$51.9K | 5.39% | 1 |
|
|
2014
Q1 | $5.11M | Sell |
52,803
-1,100
| -2% | -$106K | 4.74% | 1 |
|
|
2013
Q4 | $5.46M | Buy |
+53,903
| New | +$5.46M | 4.64% | 2 |
|