Legacy Financial Group (Iowa)’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Buy |
4,628
+502
| +12% | +$54.1K | 0.07% | 77 |
|
|
2025
Q1 | $491K | Buy |
4,126
+369
| +10% | +$43.9K | 0.08% | 76 |
|
|
2024
Q4 | $404K | Buy |
+3,757
| New | +$404K | 0.07% | 80 |
|
|
2024
Q3 | – | Sell |
-2,642
| Closed | -$304K | – | 108 |
|
|
2024
Q2 | $304K | Buy |
2,642
+54
| +2% | +$6.22K | 0.06% | 85 |
|
|
2024
Q1 | $301K | Buy |
+2,588
| New | +$301K | 0.06% | 81 |
|
|
2023
Q4 | – | Sell |
-2,354
| Closed | -$277K | – | 529 |
|
|
2023
Q3 | $277K | Buy |
+2,354
| New | +$277K | 0.07% | 78 |
|