Lee 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 | $2.29M | Sell |
21,230
-1,291
| -6% | -$139K | 0.33% | 29 |
|
|
2025
Q1 | $2.68M | Sell |
22,521
-989
| -4% | -$118K | 0.41% | 22 |
|
|
2024
Q4 | $2.53M | Sell |
23,510
-178
| -0.8% | -$19.1K | 0.36% | 27 |
|
|
2024
Q3 | $2.78M | Sell |
23,688
-435
| -2% | -$51K | 0.39% | 25 |
|
|
2024
Q2 | $2.78M | Buy |
24,123
+3,103
| +15% | +$357K | 0.45% | 22 |
|
|
2024
Q1 | $2.44M | Buy |
21,020
+1,596
| +8% | +$186K | 0.41% | 23 |
|
|
2023
Q4 | $1.94M | Sell |
19,424
-799
| -4% | -$79.9K | 0.34% | 31 |
|
|
2023
Q3 | $2.38M | Sell |
20,223
-231
| -1% | -$27.2K | 0.44% | 24 |
|
|
2023
Q2 | $2.19M | Buy |
20,454
+94
| +0.5% | +$10.1K | 0.38% | 28 |
|
|
2023
Q1 | $2.23M | Buy |
20,360
+237
| +1% | +$26K | 0.38% | 31 |
|
|
2022
Q4 | $2.22M | Hold |
20,123
| – | – | 0.38% | 34 |
|
|
2022
Q3 | $1.76M | Sell |
20,123
-374
| -2% | -$32.7K | 0.33% | 40 |
|
|
2022
Q2 | $1.76M | Buy |
20,497
+190
| +0.9% | +$16.3K | 0.32% | 40 |
|
|
2022
Q1 | $1.68M | Sell |
20,307
-95
| -0.5% | -$7.85K | 0.3% | 46 |
|
|
2021
Q4 | $1.25M | Sell |
20,402
-170
| -0.8% | -$10.4K | 0.23% | 56 |
|
|
2021
Q3 | $1.21M | Sell |
20,572
-12,524
| -38% | -$737K | 0.25% | 54 |
|
|
2021
Q2 | $2.09M | Buy |
33,096
+4,382
| +15% | +$276K | 0.44% | 30 |
|
|
2021
Q1 | $1.6M | Buy |
28,714
+12,925
| +82% | +$722K | 0.38% | 44 |
|
|
2020
Q4 | $651K | Sell |
15,789
-400
| -2% | -$16.5K | 0.17% | 72 |
|
|
2020
Q3 | $556K | Sell |
16,189
-434
| -3% | -$14.9K | 0.16% | 75 |
|
|
2020
Q2 | $743K | Sell |
16,623
-432
| -3% | -$19.3K | 0.21% | 70 |
|
|
2020
Q1 | $648K | Buy |
17,055
+1,525
| +10% | +$57.9K | 0.22% | 62 |
|
|
2019
Q4 | $1.08M | Sell |
15,530
-1,953
| -11% | -$136K | 0.23% | 59 |
|
|
2019
Q3 | $1.23M | Sell |
17,483
-218
| -1% | -$15.4K | 0.28% | 53 |
|
|
2019
Q2 | $1.36M | Buy |
17,701
+90
| +0.5% | +$6.9K | 0.31% | 44 |
|
|
2019
Q1 | $1.42M | Sell |
17,611
-356
| -2% | -$28.8K | 0.33% | 41 |
|
|
2018
Q4 | $1.23M | Sell |
17,967
-1,916
| -10% | -$131K | 0.33% | 43 |
|
|
2018
Q3 | $1.69M | Sell |
19,883
-6,478
| -25% | -$551K | 0.42% | 34 |
|
|
2018
Q2 | $2.18M | Buy |
26,361
+1,214
| +5% | +$100K | 0.51% | 28 |
|
|
2018
Q1 | $1.88M | Buy |
25,147
+6,022
| +31% | +$449K | 0.48% | 31 |
|
|
2017
Q4 | $1.6M | Sell |
19,125
-847
| -4% | -$70.9K | 0.46% | 38 |
|
|
2017
Q3 | $1.64M | Sell |
19,972
-3,981
| -17% | -$326K | 0.53% | 38 |
|
|
2017
Q2 | $1.93M | Sell |
23,953
-2,113
| -8% | -$171K | 0.71% | 26 |
|
|
2017
Q1 | $2.14M | Sell |
26,066
-1,222
| -4% | -$100K | 0.85% | 23 |
|
|
2016
Q4 | $2.46M | Buy |
+27,288
| New | +$2.46M | 1.38% | 12 |
|