Legacy Trust’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $954K | Sell |
8,852
-9
| -0.1% | -$970 | 0.23% | 75 |
|
|
2025
Q1 | $1.05M | Buy |
8,861
+997
| +13% | +$119K | 0.25% | 70 |
|
|
2024
Q4 | $846K | Sell |
7,864
-324
| -4% | -$34.9K | 0.2% | 78 |
|
|
2024
Q3 | $960K | Buy |
8,188
+404
| +5% | +$47.4K | 0.22% | 77 |
|
|
2024
Q2 | $896K | Sell |
7,784
-342
| -4% | -$39.4K | 0.22% | 75 |
|
|
2024
Q1 | $945K | Buy |
8,126
+1,960
| +32% | +$228K | 0.24% | 75 |
|
|
2023
Q4 | $616K | Sell |
6,166
-192
| -3% | -$19.2K | 0.16% | 95 |
|
|
2023
Q3 | $748K | Sell |
6,358
-462
| -7% | -$54.3K | 0.22% | 81 |
|
|
2023
Q2 | $731K | Buy |
6,820
+341
| +5% | +$36.6K | 0.2% | 84 |
|
|
2023
Q1 | $710K | Buy |
6,479
+791
| +14% | +$86.7K | 0.21% | 84 |
|
|
2022
Q4 | $627K | Buy |
+5,688
| New | +$627K | 0.19% | 85 |
|