Lehman & Derafelo Financial Resources’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.11M | Sell |
19,098
-1,396
| -7% | -$154K | 0.62% | 25 |
|
|
2022
Q3 | $1.79M | Sell |
20,494
-2,366
| -10% | -$207K | 0.56% | 23 |
|
|
2022
Q2 | $1.96M | Buy |
22,860
+314
| +1% | +$26.9K | 0.61% | 24 |
|
|
2022
Q1 | $1.86M | Buy |
22,546
+2,099
| +10% | +$173K | 0.52% | 28 |
|
|
2021
Q4 | $1.25M | Buy |
20,447
+710
| +4% | +$43.4K | 0.38% | 41 |
|
|
2021
Q3 | $1.16M | Sell |
19,737
-555
| -3% | -$32.6K | 0.38% | 43 |
|
|
2021
Q2 | $1.28M | Sell |
20,292
-1,892
| -9% | -$119K | 0.35% | 45 |
|
|
2021
Q1 | $1.24M | Sell |
22,184
-7,564
| -25% | -$422K | 0.35% | 44 |
|
|
2020
Q4 | $1.23M | Sell |
29,748
-3,216
| -10% | -$133K | 0.37% | 44 |
|
|
2020
Q3 | $1.13M | Buy |
32,964
+68
| +0.2% | +$2.34K | 0.36% | 42 |
|
|
2020
Q2 | $1.47M | Buy |
32,896
+2,327
| +8% | +$104K | 0.51% | 34 |
|
|
2020
Q1 | $1.16M | Buy |
30,569
+9,892
| +48% | +$376K | 0.48% | 35 |
|
|
2019
Q4 | $1.44M | Sell |
20,677
-3,295
| -14% | -$230K | 0.52% | 36 |
|
|
2019
Q3 | $1.69M | Sell |
23,972
-250
| -1% | -$17.7K | 0.65% | 33 |
|
|
2019
Q2 | $1.84M | Buy |
24,222
+3,752
| +18% | +$286K | 0.75% | 28 |
|
|
2019
Q1 | $1.65M | Buy |
20,470
+9,664
| +89% | +$781K | 0.71% | 30 |
|
|
2018
Q4 | $737K | Buy |
+10,806
| New | +$737K | 0.37% | 40 |
|