Leverty Financial Group’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 | – | Sell |
-2,013
| Closed | -$239K | – | 49 |
|
|
2025
Q1 | $239K | Hold |
2,013
| – | – | 0.1% | 36 |
|
|
2024
Q4 | $217K | Hold |
2,013
| – | – | 0.11% | 31 |
|
|
2024
Q3 | $236K | Buy |
+2,013
| New | +$236K | 0.13% | 30 |
|
|
2023
Q4 | – | Sell |
-1,801
| Closed | -$212K | – | 36 |
|
|
2023
Q3 | $212K | Buy |
+1,801
| New | +$212K | 0.15% | 28 |
|
|
2023
Q1 | – | Sell |
-6,993
| Closed | -$771K | – | 29 |
|
|
2022
Q4 | $771K | Buy |
6,993
+1
| +0% | +$110 | 0.66% | 11 |
|
|
2022
Q3 | $610K | Hold |
6,992
| – | – | 0.59% | 10 |
|
|
2022
Q2 | $598K | Hold |
6,992
| – | – | 0.56% | 10 |
|
|
2022
Q1 | $577K | Hold |
6,992
| – | – | 0.46% | 11 |
|
|
2021
Q4 | $427K | Buy |
+6,992
| New | +$427K | 0.33% | 10 |
|