Lakeside Advisors’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 | $1.46M | Sell |
13,577
-997
| -7% | -$107K | 0.94% | 21 |
|
|
2025
Q1 | $1.73M | Buy |
14,574
+4
| +0% | +$476 | 1.15% | 20 |
|
|
2024
Q4 | $1.57M | Sell |
14,570
-440
| -3% | -$47.3K | 1.04% | 22 |
|
|
2024
Q3 | $1.76M | Buy |
15,010
+3
| +0% | +$352 | 1.11% | 22 |
|
|
2024
Q2 | $1.73M | Sell |
15,007
-601
| -4% | -$69.2K | 1.12% | 20 |
|
|
2024
Q1 | $1.81M | Buy |
15,608
+3
| +0% | +$349 | 1.16% | 22 |
|
|
2023
Q4 | $1.56M | Buy |
15,605
+3
| +0% | +$300 | 1.08% | 19 |
|
|
2023
Q3 | $1.83M | Sell |
15,602
-53
| -0.3% | -$6.23K | 1.41% | 17 |
|
|
2023
Q2 | $1.68M | Sell |
15,655
-497
| -3% | -$53.3K | 1.24% | 18 |
|
|
2023
Q1 | $1.77M | Sell |
16,152
-148
| -0.9% | -$16.2K | 1.37% | 16 |
|
|
2022
Q4 | $1.8M | Sell |
16,300
-297
| -2% | -$32.8K | 1.47% | 15 |
|
|
2022
Q3 | $1.45M | Buy |
16,597
+3
| +0% | +$262 | 1.3% | 18 |
|
|
2022
Q2 | $1.42M | Sell |
16,594
-897
| -5% | -$76.8K | 1.21% | 17 |
|
|
2022
Q1 | $1.45M | Sell |
17,491
-147
| -0.8% | -$12.1K | 1.09% | 20 |
|
|
2021
Q4 | $1.08M | Buy |
+17,638
| New | +$1.08M | 0.8% | 24 |
|