LGT Financial Advisors’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 | $896K | Buy |
8,316
+605
| +8% | +$65.2K | 2.27% | 13 |
|
|
2025
Q1 | $917K | Buy |
7,711
+3
| +0% | +$357 | 2.8% | 10 |
|
|
2024
Q4 | $829K | Buy |
7,708
+10
| +0.1% | +$1.08K | 1.83% | 10 |
|
|
2024
Q3 | $902K | Sell |
7,698
-155
| -2% | -$18.2K | 2.23% | 6 |
|
|
2024
Q2 | $904K | Sell |
7,853
-24,818
| -76% | -$2.86M | 1.91% | 10 |
|
|
2024
Q1 | $3.8M | Sell |
32,671
-170
| -0.5% | -$19.8K | 4.41% | 2 |
|
|
2023
Q4 | $3.28M | Buy |
32,841
+70
| +0.2% | +$7K | 4.01% | 3 |
|
|
2023
Q3 | $3.85M | Sell |
32,771
-598
| -2% | -$70.3K | 4.9% | 3 |
|
|
2023
Q2 | $3.58M | Buy |
33,369
+59
| +0.2% | +$6.33K | 3.81% | 3 |
|
|
2023
Q1 | $3.65M | Buy |
33,310
+59
| +0.2% | +$6.47K | 6.8% | 3 |
|
|
2022
Q4 | $3.67M | Buy |
+33,251
| New | +$3.67M | 4.31% | 6 |
|