Legacy Capital Group California’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$547K Sell
2025
Q1
$610K Sell
2024
Q4
$555K Sell
2024
Q3
$617K Sell
2024
Q2
$625K Buy
2024
Q1
$622K Sell
2023
Q4
$541K Sell
2023
Q3
$826K Buy
2023
Q2
$699K Buy
2023
Q1
$703K Buy