Legacy Capital Group California’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 | $547K | Sell |
5,075
-58
| -1% | -$6.25K | 0.15% | 168 |
|
|
2025
Q1 | $610K | Sell |
5,133
-26
| -0.5% | -$3.09K | 0.21% | 134 |
|
|
2024
Q4 | $555K | Sell |
5,159
-104
| -2% | -$11.2K | 0.17% | 161 |
|
|
2024
Q3 | $617K | Sell |
5,263
-170
| -3% | -$19.9K | 0.21% | 144 |
|
|
2024
Q2 | $625K | Buy |
5,433
+81
| +2% | +$9.33K | 0.23% | 133 |
|
|
2024
Q1 | $622K | Sell |
5,352
-55
| -1% | -$6.39K | 0.23% | 143 |
|
|
2023
Q4 | $541K | Sell |
5,407
-1,620
| -23% | -$162K | 0.21% | 146 |
|
|
2023
Q3 | $826K | Buy |
7,027
+510
| +8% | +$60K | 0.35% | 81 |
|
|
2023
Q2 | $699K | Buy |
6,517
+110
| +2% | +$11.8K | 0.29% | 100 |
|
|
2023
Q1 | $703K | Buy |
+6,407
| New | +$703K | 0.34% | 88 |
|