Legacy Financial Strategies’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 | – | Sell |
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|
2025
Q1 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $255K | Hold |
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|
2019
Q3 | $251K | Sell |
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|
2019
Q2 | $340K | Buy |
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|
2019
Q1 | $351K | Hold |
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|
2018
Q4 | $297K | Hold |
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|
2018
Q3 | $339K | Sell |
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|
2018
Q2 | $515K | Sell |
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|
2018
Q1 | $512K | Sell |
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|
2017
Q4 | $782K | Buy |
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