LFS
Legacy Financial Strategies’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,918
| Closed | -$228K | – | 131 |
|
|
2025
Q1 | $228K | Buy |
+1,918
| New | +$228K | 0.05% | 107 |
|
|
2020
Q1 | – | Sell |
-3,655
| Closed | -$255K | – | 65 |
|
|
2019
Q4 | $255K | Hold |
3,655
| – | – | 0.21% | 60 |
|
|
2019
Q3 | $251K | Sell |
3,655
-726
| -17% | -$49.9K | 0.22% | 54 |
|
|
2019
Q2 | $340K | Buy |
4,381
+32
| +0.7% | +$2.48K | 0.32% | 46 |
|
|
2019
Q1 | $351K | Hold |
4,349
| – | – | 0.3% | 47 |
|
|
2018
Q4 | $297K | Hold |
4,349
| – | – | 0.29% | 49 |
|
|
2018
Q3 | $339K | Sell |
4,349
-1,875
| -30% | -$146K | 0.34% | 46 |
|
|
2018
Q2 | $515K | Sell |
6,224
-633
| -9% | -$52.4K | 0.46% | 38 |
|
|
2018
Q1 | $512K | Sell |
6,857
-2,498
| -27% | -$187K | 0.5% | 32 |
|
|
2017
Q4 | $782K | Buy |
+9,355
| New | +$782K | 0.83% | 19 |
|