Leonard Rickey Investment Advisors’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 | $1.07M | Sell |
|
|||||
2025
Q2 | $1.07M | Buy |
|
|||||
2025
Q1 | $1.01M | Sell |
|
|||||
2024
Q4 | $1.06M | Buy |
|
|||||
2024
Q3 | $1.13M | Sell |
|
|||||
2024
Q2 | $1.14M | Buy |
|
|||||
2024
Q1 | $1.06M | Buy |
|
|||||
2023
Q4 | $837K | Buy |
|
|||||
2023
Q3 | $981K | Buy |
|
|||||
2023
Q2 | $892K | Buy |
|
|||||
2023
Q1 | $749K | Buy |
|
|||||
2022
Q4 | $753K | Buy |
|
|||||
2022
Q3 | $594K | Sell |
|
|||||
2022
Q2 | $588K | Sell |
|
|||||
2022
Q1 | $599K | Buy |
|
|||||
2021
Q4 | $415K | Buy |
|
|||||
2021
Q3 | $394K | Sell |
|
|||||
2021
Q2 | $415K | Buy |
|
|||||
2021
Q1 | $288K | Buy |
|
|||||
2020
Q4 | $209K | Buy |
|
|||||
2020
Q3 | – | Sell |
|
|||||
2020
Q2 | $208K | Buy |
|
|||||
2020
Q1 | – | Sell |
|
|||||
2019
Q4 | $268K | Sell |
|
|||||
2019
Q3 | $344K | Buy |
|
|||||
2019
Q2 | $361K | Sell |
|
|||||
2019
Q1 | $385K | Buy |
|
|||||
2018
Q4 | $324K | Sell |
|
|||||
2018
Q3 | $430K | Sell |
|
|||||
2018
Q2 | $434K | Buy |
|