LFA
Legacy Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
23,286
-5,827
| -20% | -$628K | 0.39% | 37 |
|
|
2025
Q1 | $3.46M | Buy |
29,113
+1,419
| +5% | +$169K | 0.58% | 27 |
|
|
2024
Q4 | $2.98M | Sell |
27,694
-2,424
| -8% | -$261K | 0.49% | 36 |
|
|
2024
Q3 | $3.53M | Buy |
30,118
+1,506
| +5% | +$177K | 0.59% | 29 |
|
|
2024
Q2 | $3.29M | Buy |
28,612
+2,328
| +9% | +$268K | 0.59% | 28 |
|
|
2024
Q1 | $3.06M | Buy |
26,284
+1,027
| +4% | +$119K | 0.55% | 31 |
|
|
2023
Q4 | $2.53M | Sell |
25,257
-763
| -3% | -$76.3K | 0.49% | 33 |
|
|
2023
Q3 | $3.06M | Buy |
26,020
+1,217
| +5% | +$143K | 0.61% | 22 |
|
|
2023
Q2 | $2.66M | Buy |
24,803
+762
| +3% | +$81.7K | 0.5% | 24 |
|
|
2023
Q1 | $2.64M | Sell |
24,041
-3,354
| -12% | -$368K | 0.54% | 19 |
|
|
2022
Q4 | $3.02M | Buy |
27,395
+3,589
| +15% | +$396K | 0.65% | 18 |
|
|
2022
Q3 | $2.08M | Buy |
23,806
+1,582
| +7% | +$138K | 0.5% | 26 |
|
|
2022
Q2 | $1.9M | Buy |
22,224
+2,383
| +12% | +$204K | 0.47% | 21 |
|
|
2022
Q1 | $1.64M | Sell |
19,841
-392
| -2% | -$32.4K | 0.37% | 27 |
|
|
2021
Q4 | $1.24M | Buy |
20,233
+1,287
| +7% | +$78.7K | 0.28% | 36 |
|
|
2021
Q3 | $1.11M | Sell |
18,946
-21
| -0.1% | -$1.24K | 0.27% | 34 |
|
|
2021
Q2 | $1.2M | Buy |
18,967
+1,392
| +8% | +$87.8K | 0.3% | 29 |
|
|
2021
Q1 | $981K | Buy |
17,575
+1,906
| +12% | +$106K | 0.27% | 35 |
|
|
2020
Q4 | $646K | Buy |
15,669
+2,121
| +16% | +$87.4K | 0.18% | 49 |
|
|
2020
Q3 | $465K | Buy |
13,548
+768
| +6% | +$26.4K | 0.14% | 60 |
|
|
2020
Q2 | $572K | Buy |
12,780
+1,611
| +14% | +$72.1K | 0.21% | 32 |
|
|
2020
Q1 | $519K | Buy |
11,169
+711
| +7% | +$33K | 0.19% | 40 |
|
|
2019
Q4 | $730K | Sell |
10,458
-277
| -3% | -$19.3K | 0.23% | 44 |
|
|
2019
Q3 | $758K | Sell |
10,735
-683
| -6% | -$48.2K | 0.25% | 43 |
|
|
2019
Q2 | $875K | Sell |
11,418
-501
| -4% | -$38.4K | 0.31% | 34 |
|
|
2019
Q1 | $963K | Buy |
11,919
+644
| +6% | +$52K | 0.33% | 27 |
|
|
2018
Q4 | $769K | Sell |
11,275
-162
| -1% | -$11K | 0.3% | 38 |
|
|
2018
Q3 | $972K | Sell |
11,437
-2,152
| -16% | -$183K | 0.35% | 29 |
|
|
2018
Q2 | $1.13M | Sell |
13,589
-391
| -3% | -$32.6K | 0.43% | 22 |
|
|
2018
Q1 | $1.08M | Sell |
13,980
-623
| -4% | -$48K | 0.43% | 20 |
|
|
2017
Q4 | $1.22M | Buy |
+14,603
| New | +$1.22M | 0.5% | 18 |
|