LRIA
Leonard Rickey Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
9,888
+111
| +1% | +$12K | 0.21% | 44 |
|
|
2025
Q1 | $1.01M | Sell |
9,777
-84
| -0.9% | -$8.68K | 0.22% | 40 |
|
|
2024
Q4 | $1.06M | Buy |
9,861
+182
| +2% | +$19.6K | 0.24% | 40 |
|
|
2024
Q3 | $1.13M | Sell |
9,679
-193
| -2% | -$22.6K | 0.26% | 39 |
|
|
2024
Q2 | $1.14M | Buy |
9,872
+731
| +8% | +$84.1K | 0.27% | 38 |
|
|
2024
Q1 | $1.06M | Buy |
9,141
+770
| +9% | +$89.5K | 0.27% | 37 |
|
|
2023
Q4 | $837K | Buy |
8,371
+28
| +0.3% | +$2.8K | 0.25% | 38 |
|
|
2023
Q3 | $981K | Buy |
8,343
+30
| +0.4% | +$3.53K | 0.32% | 35 |
|
|
2023
Q2 | $892K | Buy |
8,313
+1,481
| +22% | +$159K | 0.34% | 32 |
|
|
2023
Q1 | $749K | Buy |
6,832
+5
| +0.1% | +$548 | 0.29% | 34 |
|
|
2022
Q4 | $753K | Buy |
6,827
+27
| +0.4% | +$2.98K | 0.32% | 30 |
|
|
2022
Q3 | $594K | Sell |
6,800
-71
| -1% | -$6.2K | 0.28% | 35 |
|
|
2022
Q2 | $588K | Sell |
6,871
-385
| -5% | -$32.9K | 0.26% | 35 |
|
|
2022
Q1 | $599K | Buy |
7,256
+481
| +7% | +$39.7K | 0.23% | 41 |
|
|
2021
Q4 | $415K | Buy |
6,775
+71
| +1% | +$4.35K | 0.15% | 48 |
|
|
2021
Q3 | $394K | Sell |
6,704
-561
| -8% | -$33K | 0.17% | 46 |
|
|
2021
Q2 | $415K | Buy |
7,265
+2,104
| +41% | +$120K | 0.18% | 46 |
|
|
2021
Q1 | $288K | Buy |
5,161
+86
| +2% | +$4.8K | 0.12% | 53 |
|
|
2020
Q4 | $209K | Buy |
+5,075
| New | +$209K | 0.1% | 60 |
|
|
2020
Q3 | – | Sell |
-4,650
| Closed | -$208K | – | 73 |
|
|
2020
Q2 | $208K | Buy |
+4,650
| New | +$208K | 0.14% | 64 |
|
|
2020
Q1 | – | Sell |
-3,839
| Closed | -$268K | – | 87 |
|
|
2019
Q4 | $268K | Sell |
3,839
-1,030
| -21% | -$71.9K | 0.16% | 61 |
|
|
2019
Q3 | $344K | Buy |
4,869
+158
| +3% | +$11.2K | 0.23% | 47 |
|
|
2019
Q2 | $361K | Sell |
4,711
-50
| -1% | -$3.83K | 0.24% | 47 |
|
|
2019
Q1 | $385K | Buy |
4,761
+4
| +0.1% | +$323 | 0.28% | 39 |
|
|
2018
Q4 | $324K | Sell |
4,757
-301
| -6% | -$20.5K | 0.27% | 42 |
|
|
2018
Q3 | $430K | Sell |
5,058
-183
| -3% | -$15.6K | 0.31% | 35 |
|
|
2018
Q2 | $434K | Buy |
+5,241
| New | +$434K | 0.33% | 35 |
|