Lakeshore Financial Planning’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 | $224K | Buy |
2,074
+2
| +0.1% | +$216 | 0.09% | 70 |
|
|
2025
Q1 | $246K | Buy |
2,072
+2
| +0.1% | +$238 | 0.1% | 60 |
|
|
2024
Q4 | $223K | Buy |
2,070
+1
| +0% | +$108 | 0.1% | 68 |
|
|
2024
Q3 | $243K | Buy |
2,069
+93
| +5% | +$10.9K | 0.11% | 63 |
|
|
2024
Q2 | $228K | Buy |
1,976
+149
| +8% | +$17.2K | 0.11% | 58 |
|
|
2024
Q1 | $212K | Buy |
+1,827
| New | +$212K | 0.11% | 63 |
|