LPT
Legacy Private Trust’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Buy |
33,029
+3,922
| +13% | +$423K | 0.23% | 82 |
|
|
2025
Q1 | $3.46M | Buy |
29,107
+35
| +0.1% | +$4.16K | 0.24% | 80 |
|
|
2024
Q4 | $3.13M | Buy |
29,072
+6,112
| +27% | +$657K | 0.2% | 93 |
|
|
2024
Q3 | $2.69M | Buy |
22,960
+1,602
| +8% | +$188K | 0.18% | 100 |
|
|
2024
Q2 | $2.46M | Buy |
21,358
+47
| +0.2% | +$5.41K | 0.17% | 101 |
|
|
2024
Q1 | $2.48M | Sell |
21,311
-1,875
| -8% | -$218K | 0.18% | 102 |
|
|
2023
Q4 | $2.32M | Buy |
23,186
+223
| +1% | +$22.3K | 0.18% | 103 |
|
|
2023
Q3 | $2.7M | Sell |
22,963
-2,200
| -9% | -$259K | 0.23% | 86 |
|
|
2023
Q2 | $2.7M | Buy |
25,163
+4,273
| +20% | +$458K | 0.22% | 94 |
|
|
2023
Q1 | $2.29M | Buy |
20,890
+3,598
| +21% | +$395K | 0.2% | 100 |
|
|
2022
Q4 | $1.91M | Sell |
17,292
-325
| -2% | -$35.8K | 0.17% | 108 |
|
|
2022
Q3 | $1.54M | Buy |
17,617
+8,685
| +97% | +$758K | 0.15% | 109 |
|
|
2022
Q2 | $765K | Hold |
8,932
| – | – | 0.07% | 145 |
|
|
2022
Q1 | $738K | Sell |
8,932
-63
| -0.7% | -$5.21K | 0.06% | 164 |
|
|
2021
Q4 | $550K | Hold |
8,995
| – | – | 0.04% | 186 |
|
|
2021
Q3 | $529K | Hold |
8,995
| – | – | 0.04% | 179 |
|
|
2021
Q2 | $567K | Sell |
8,995
-675
| -7% | -$42.5K | 0.05% | 176 |
|
|
2021
Q1 | $540K | Buy |
9,670
+415
| +4% | +$23.2K | 0.05% | 172 |
|
|
2020
Q4 | $381K | Sell |
9,255
-3,485
| -27% | -$143K | 0.04% | 194 |
|
|
2020
Q3 | $437K | Sell |
12,740
-1,567
| -11% | -$53.8K | 0.05% | 171 |
|
|
2020
Q2 | $640K | Sell |
14,307
-1,230
| -8% | -$55K | 0.07% | 142 |
|
|
2020
Q1 | $590K | Sell |
15,537
-724
| -4% | -$27.5K | 0.08% | 138 |
|
|
2019
Q4 | $1.14M | Buy |
16,261
+310
| +2% | +$21.6K | 0.12% | 132 |
|
|
2019
Q3 | $1.13M | Hold |
15,951
| – | – | 0.13% | 128 |
|
|
2019
Q2 | $1.22M | Sell |
15,951
-1,100
| -6% | -$84.3K | 0.14% | 125 |
|
|
2019
Q1 | $1.38M | Sell |
17,051
-551
| -3% | -$44.5K | 0.16% | 120 |
|
|
2018
Q4 | $1.2M | Sell |
17,602
-1,996
| -10% | -$136K | 0.16% | 120 |
|
|
2018
Q3 | $1.67M | Buy |
19,598
+521
| +3% | +$44.3K | 0.19% | 106 |
|
|
2018
Q2 | $1.58M | Hold |
19,077
| – | – | 0.19% | 112 |
|
|
2018
Q1 | $1.42M | Sell |
19,077
-1,300
| -6% | -$97K | 0.17% | 117 |
|
|
2017
Q4 | $1.71M | Buy |
20,377
+300
| +1% | +$25.1K | 0.2% | 100 |
|
|
2017
Q3 | $1.65M | Hold |
20,077
| – | – | 0.2% | 98 |
|
|
2017
Q2 | $1.62M | Sell |
20,077
-2,892
| -13% | -$233K | 0.21% | 104 |
|
|
2017
Q1 | $1.88M | Sell |
22,969
-51
| -0.2% | -$4.18K | 0.24% | 100 |
|
|
2016
Q4 | $2.08M | Sell |
23,020
-260
| -1% | -$23.5K | 0.28% | 92 |
|
|
2016
Q3 | $2.03M | Sell |
23,280
-2,459
| -10% | -$215K | 0.28% | 102 |
|
|
2016
Q2 | $2.41M | Sell |
25,739
-335
| -1% | -$31.4K | 0.35% | 85 |
|
|
2016
Q1 | $2.18M | Sell |
26,074
-3,555
| -12% | -$297K | 0.33% | 84 |
|
|
2015
Q4 | $2.31M | Sell |
29,629
-68
| -0.2% | -$5.3K | 0.35% | 78 |
|
|
2015
Q3 | $2.21M | Sell |
29,697
-801
| -3% | -$59.6K | 0.35% | 84 |
|
|
2015
Q2 | $2.54M | Buy |
30,498
+175
| +0.6% | +$14.6K | 0.38% | 78 |
|
|
2015
Q1 | $2.58M | Sell |
30,323
-6,935
| -19% | -$590K | 0.38% | 77 |
|
|
2014
Q4 | $3.44M | Sell |
37,258
-2,220
| -6% | -$205K | 0.51% | 53 |
|
|
2014
Q3 | $3.71M | Sell |
39,478
-3,573
| -8% | -$336K | 0.57% | 44 |
|
|
2014
Q2 | $4.33M | Buy |
43,051
+7,214
| +20% | +$726K | 0.67% | 40 |
|
|
2014
Q1 | $3.5M | Sell |
35,837
-108
| -0.3% | -$10.5K | 0.61% | 45 |
|
|
2013
Q4 | $3.64M | Sell |
35,945
-4,503
| -11% | -$456K | 0.66% | 40 |
|
|
2013
Q3 | $3.48M | Buy |
40,448
+1,809
| +5% | +$156K | 0.74% | 36 |
|
|
2013
Q2 | $3.49M | Buy |
+38,639
| New | +$3.49M | 0.82% | 33 |
|