Lake Street Advisors Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.27M | Buy |
58,313
+15,085
| +35% | +$1.62M | 0.29% | 57 |
|
|
2024
Q3 | $5.07M | Sell |
43,228
-14,195
| -25% | -$1.66M | 0.23% | 62 |
|
|
2024
Q2 | $6.61M | Buy |
57,423
+32,482
| +130% | +$3.74M | 0.32% | 52 |
|
|
2024
Q1 | $2.9M | Buy |
24,941
+971
| +4% | +$113K | 0.14% | 106 |
|
|
2023
Q4 | $2.4M | Sell |
23,970
-98
| -0.4% | -$9.8K | 0.12% | 119 |
|
|
2023
Q3 | $2.83M | Sell |
24,068
-481
| -2% | -$56.6K | 0.17% | 88 |
|
|
2023
Q2 | $2.63M | Buy |
24,549
+4,144
| +20% | +$444K | 0.15% | 101 |
|
|
2023
Q1 | $2.24M | Buy |
20,405
+503
| +3% | +$55.2K | 0.14% | 104 |
|
|
2022
Q4 | $2.2M | Buy |
19,902
+2,351
| +13% | +$259K | 0.14% | 99 |
|
|
2022
Q3 | $1.53M | Buy |
17,551
+1,293
| +8% | +$113K | 0.11% | 123 |
|
|
2022
Q2 | $1.39M | Buy |
16,258
+4,156
| +34% | +$356K | 0.1% | 129 |
|
|
2022
Q1 | $1M | Buy |
12,102
+1,357
| +13% | +$112K | 0.06% | 146 |
|
|
2021
Q4 | $658K | Buy |
10,745
+731
| +7% | +$44.8K | 0.04% | 160 |
|
|
2021
Q3 | $589K | Buy |
10,014
+3,224
| +47% | +$190K | 0.06% | 123 |
|
|
2021
Q2 | $389K | Buy |
6,790
+485
| +8% | +$27.8K | 0.03% | 203 |
|
|
2021
Q1 | $352K | Buy |
6,305
+1,036
| +20% | +$57.8K | 0.03% | 208 |
|
|
2020
Q4 | $217K | Buy |
+5,269
| New | +$217K | 0.02% | 281 |
|
|
2020
Q3 | – | Sell |
-9,860
| Closed | -$441K | – | 295 |
|
|
2020
Q2 | $441K | Buy |
9,860
+3,424
| +53% | +$153K | 0.04% | 146 |
|
|
2020
Q1 | $244K | Sell |
6,436
-1,677
| -21% | -$63.6K | 0.03% | 199 |
|
|
2019
Q4 | $566K | Buy |
8,113
+258
| +3% | +$18K | 0.06% | 113 |
|
|
2019
Q3 | $523K | Sell |
7,855
-1,405
| -15% | -$93.5K | 0.06% | 92 |
|
|
2019
Q2 | $710K | Buy |
9,260
+1,204
| +15% | +$92.3K | 0.08% | 73 |
|
|
2019
Q1 | $651K | Buy |
8,056
+937
| +13% | +$75.7K | 0.07% | 83 |
|
|
2018
Q4 | $485K | Sell |
7,119
-68
| -0.9% | -$4.63K | 0.06% | 96 |
|
|
2018
Q3 | $611K | Sell |
7,187
-3,392
| -32% | -$288K | 0.07% | 76 |
|
|
2018
Q2 | $875K | Sell |
10,579
-52
| -0.5% | -$4.3K | 0.09% | 91 |
|
|
2018
Q1 | $793K | Sell |
10,631
-979
| -8% | -$73K | 0.09% | 87 |
|
|
2017
Q4 | $971K | Buy |
+11,610
| New | +$971K | 0.11% | 72 |
|