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
Q3
$224K Buy
2025
Q2
Sell
2025
Q1
$228K Buy
2020
Q1
Sell
2019
Q4
$255K Hold
2019
Q3
$251K Sell
2019
Q2
$340K Buy
2019
Q1
$351K Hold
2018
Q4
$297K Hold
2018
Q3
$339K Sell
2018
Q2
$515K Sell
2018
Q1
$512K Sell
2017
Q4
$782K Buy