LFA
LifeGuide Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $668K | Buy |
6,200
+47
| +0.8% | +$5.07K | 0.25% | 27 |
|
|
2025
Q1 | $732K | Buy |
6,153
+51
| +0.8% | +$6.07K | 0.3% | 24 |
|
|
2024
Q4 | $656K | Sell |
6,102
-1,317
| -18% | -$142K | 0.28% | 25 |
|
|
2024
Q3 | $870K | Sell |
7,419
-115
| -2% | -$13.5K | 0.37% | 22 |
|
|
2024
Q2 | $867K | Buy |
7,534
+1,577
| +26% | +$182K | 0.42% | 21 |
|
|
2024
Q1 | $692K | Buy |
5,957
+72
| +1% | +$8.37K | 0.35% | 25 |
|
|
2023
Q4 | $588K | Sell |
5,885
-18
| -0.3% | -$1.8K | 0.31% | 27 |
|
|
2023
Q3 | $694K | Buy |
5,903
+18
| +0.3% | +$2.12K | 0.41% | 22 |
|
|
2023
Q2 | $631K | Sell |
5,885
-91
| -2% | -$9.76K | 0.43% | 22 |
|
|
2023
Q1 | $655K | Buy |
+5,976
| New | +$655K | 0.53% | 17 |
|