Lantz Financial’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 | $2.66M | Buy |
24,640
+1,051
| +4% | +$113K | 0.66% | 41 |
|
|
2025
Q1 | $2.81M | Buy |
23,589
+1,231
| +6% | +$146K | 0.77% | 31 |
|
|
2024
Q4 | $2.41M | Buy |
22,358
+691
| +3% | +$74.3K | 0.64% | 39 |
|
|
2024
Q3 | $2.54M | Buy |
21,667
+416
| +2% | +$48.8K | 0.69% | 41 |
|
|
2024
Q2 | $2.45M | Buy |
21,251
+49
| +0.2% | +$5.64K | 0.76% | 28 |
|
|
2024
Q1 | $2.46M | Buy |
21,202
+365
| +2% | +$42.4K | 0.79% | 33 |
|
|
2023
Q4 | $2.08M | Buy |
20,837
+162
| +0.8% | +$16.2K | 0.75% | 34 |
|
|
2023
Q3 | $2.43M | Sell |
20,675
-103
| -0.5% | -$12.1K | 0.97% | 21 |
|
|
2023
Q2 | $2.23M | Buy |
20,778
+135
| +0.7% | +$14.5K | 0.87% | 25 |
|
|
2023
Q1 | $2.26M | Buy |
20,643
+3,875
| +23% | +$425K | 0.94% | 22 |
|
|
2022
Q4 | $1.85M | Sell |
16,768
-893
| -5% | -$98.5K | 0.84% | 30 |
|
|
2022
Q3 | $1.54M | Sell |
17,661
-1,505
| -8% | -$131K | 0.8% | 34 |
|
|
2022
Q2 | $1.64M | Sell |
19,166
-559
| -3% | -$47.9K | 0.74% | 30 |
|
|
2022
Q1 | $1.63M | Sell |
19,725
-1,172
| -6% | -$96.8K | 0.66% | 41 |
|
|
2021
Q4 | $1.28M | Buy |
20,897
+605
| +3% | +$37K | 0.59% | 50 |
|
|
2021
Q3 | $1.19M | Sell |
20,292
-699
| -3% | -$41.1K | 0.61% | 50 |
|
|
2021
Q2 | $1.32M | Buy |
20,991
+462
| +2% | +$29.1K | 0.68% | 43 |
|
|
2021
Q1 | $1.15M | Buy |
20,529
+1,196
| +6% | +$66.8K | 0.65% | 45 |
|
|
2020
Q4 | $797K | Buy |
19,333
+246
| +1% | +$10.1K | 0.5% | 54 |
|
|
2020
Q3 | $655K | Sell |
19,087
-1,175
| -6% | -$40.3K | 0.44% | 63 |
|
|
2020
Q2 | $906K | Sell |
20,262
-516
| -2% | -$23.1K | 0.65% | 51 |
|
|
2020
Q1 | $789K | Sell |
20,778
-3,586
| -15% | -$136K | 0.62% | 50 |
|
|
2019
Q4 | $1.7M | Buy |
24,364
+4,135
| +20% | +$289K | 1.01% | 24 |
|
|
2019
Q3 | $1.36M | Buy |
20,229
+336
| +2% | +$22.6K | 0.92% | 33 |
|
|
2019
Q2 | $1.51M | Buy |
19,893
+256
| +1% | +$19.4K | 1.02% | 25 |
|
|
2019
Q1 | $1.59M | Buy |
+19,637
| New | +$1.59M | 1.15% | 19 |
|