Lehman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $961K | Buy |
11,312
+2,518
| +29% | +$214K | 0.45% | 33 |
|
|
2018
Q2 | $727K | Buy |
8,794
+341
| +4% | +$28.2K | 0.37% | 40 |
|
|
2018
Q1 | $630K | Buy |
8,453
+1,227
| +17% | +$91.4K | 0.32% | 43 |
|
|
2017
Q4 | $604K | Hold |
7,226
| – | – | 0.31% | 45 |
|
|
2017
Q3 | $592K | Buy |
7,226
+50
| +0.7% | +$4.1K | 0.3% | 43 |
|
|
2017
Q2 | $579K | Buy |
7,176
+35
| +0.5% | +$2.82K | 0.33% | 39 |
|
|
2017
Q1 | $585K | Buy |
7,141
+91
| +1% | +$7.46K | 0.32% | 40 |
|
|
2016
Q4 | $636K | Sell |
7,050
-75
| -1% | -$6.77K | 0.36% | 36 |
|
|
2016
Q3 | $621K | Buy |
7,125
+300
| +4% | +$26.1K | 0.36% | 36 |
|
|
2016
Q2 | $639K | Sell |
6,825
-300
| -4% | -$28.1K | 0.32% | 35 |
|
|
2016
Q1 | $595K | Buy |
7,125
+3,400
| +91% | +$284K | 0.32% | 39 |
|
|
2015
Q4 | $290K | Sell |
3,725
-135
| -3% | -$10.5K | 0.16% | 47 |
|
|
2015
Q3 | $286K | Buy |
3,860
+185
| +5% | +$13.7K | 0.15% | 51 |
|
|
2015
Q2 | $305K | Buy |
3,675
+600
| +20% | +$49.8K | 0.15% | 49 |
|
|
2015
Q1 | $261K | Buy |
3,075
+330
| +12% | +$28K | 0.12% | 53 |
|
|
2014
Q4 | $254K | Sell |
2,745
-195
| -7% | -$18K | 0.12% | 56 |
|
|
2014
Q3 | $277K | Hold |
2,940
| – | – | 0.14% | 52 |
|
|
2014
Q2 | $296K | Sell |
2,940
-300
| -9% | -$30.2K | 0.14% | 53 |
|
|
2014
Q1 | $316K | Hold |
3,240
| – | – | 0.16% | 47 |
|
|
2013
Q4 | $328K | Sell |
3,240
-300
| -8% | -$30.4K | 0.2% | 46 |
|
|
2013
Q3 | $305K | Hold |
3,540
| – | – | 0.2% | 47 |
|
|
2013
Q2 | $320K | Buy |
+3,540
| New | +$320K | 0.22% | 43 |
|