LC
Legacy CG’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Hold |
2,447
| – | – | 0.08% | 49 |
|
|
2025
Q1 | $291K | Hold |
2,447
| – | – | 0.09% | 44 |
|
|
2024
Q4 | $263K | Hold |
2,447
| – | – | 0.08% | 53 |
|
|
2024
Q3 | $287K | Hold |
2,447
| – | – | 0.09% | 51 |
|
|
2024
Q2 | $282K | Hold |
2,447
| – | – | 0.1% | 50 |
|
|
2024
Q1 | $284K | Hold |
2,447
| – | – | 0.1% | 42 |
|
|
2023
Q4 | $245K | Sell |
2,447
-145
| -6% | -$14.5K | 0.09% | 37 |
|
|
2023
Q3 | $305K | Sell |
2,592
-1,328
| -34% | -$156K | 0.14% | 37 |
|
|
2023
Q2 | $420K | Buy |
3,920
+1,473
| +60% | +$158K | 0.19% | 40 |
|
|
2023
Q1 | $268K | Hold |
2,447
| – | – | 0.14% | 41 |
|
|
2022
Q4 | $270K | Hold |
2,447
| – | – | 0.16% | 41 |
|
|
2022
Q3 | $214K | Hold |
2,447
| – | – | 0.14% | 48 |
|
|
2022
Q2 | $210K | Sell |
2,447
-811
| -25% | -$69.6K | 0.14% | 45 |
|
|
2022
Q1 | $269K | Sell |
3,258
-220
| -6% | -$18.2K | 0.17% | 45 |
|
|
2021
Q4 | $213K | Buy |
+3,478
| New | +$213K | 0.13% | 50 |
|