LifePlan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $222K | Buy |
6,453
+50
| +0.8% | +$1.72K | 0.1% | 122 |
|
|
2020
Q2 | $286K | Sell |
6,403
-1
| -0% | -$45 | 0.13% | 105 |
|
|
2020
Q1 | $243K | Sell |
6,404
-418
| -6% | -$15.9K | 0.13% | 104 |
|
|
2019
Q4 | $476K | Buy |
6,822
+18
| +0.3% | +$1.26K | 0.21% | 82 |
|
|
2019
Q3 | $480K | Buy |
6,804
+416
| +7% | +$29.3K | 0.23% | 75 |
|
|
2019
Q2 | $489K | Buy |
6,388
+17
| +0.3% | +$1.3K | 0.24% | 70 |
|
|
2019
Q1 | $515K | Buy |
6,371
+545
| +9% | +$44.1K | 0.27% | 65 |
|
|
2018
Q4 | $397K | Buy |
5,826
+15
| +0.3% | +$1.02K | 0.25% | 66 |
|
|
2018
Q3 | $494K | Hold |
5,811
| – | – | 0.27% | 64 |
|
|
2018
Q2 | $481K | Sell |
5,811
-9
| -0.2% | -$745 | 0.27% | 63 |
|
|
2018
Q1 | $434K | Buy |
5,820
+142
| +3% | +$10.6K | 0.25% | 67 |
|
|
2017
Q4 | $465K | Hold |
5,678
| – | – | 0.3% | 62 |
|
|
2017
Q3 | $465K | Sell |
5,678
-179
| -3% | -$14.7K | 0.3% | 62 |
|
|
2017
Q2 | $473K | Buy |
5,857
+1,343
| +30% | +$108K | 0.32% | 64 |
|
|
2017
Q1 | $370K | Buy |
4,514
+24
| +0.5% | +$1.97K | 0.26% | 75 |
|
|
2016
Q4 | $405K | Hold |
4,490
| – | – | 0.28% | 77 |
|
|
2016
Q3 | $392K | Buy |
4,490
+138
| +3% | +$12K | 0.27% | 67 |
|
|
2016
Q2 | $408K | Hold |
4,352
| – | – | 0.28% | 63 |
|
|
2016
Q1 | $364K | Hold |
4,352
| – | – | 0.26% | 63 |
|
|
2015
Q4 | $339K | Hold |
4,352
| – | – | 0.24% | 67 |
|
|
2015
Q3 | $324K | Buy |
+4,352
| New | +$324K | 0.24% | 68 |
|
|
2015
Q2 | – | Sell |
-2,389
| Closed | -$203K | – | 102 |
|
|
2015
Q1 | $203K | Hold |
2,389
| – | – | 0.14% | 74 |
|
|
2014
Q4 | $221K | Hold |
2,389
| – | – | 0.15% | 70 |
|
|
2014
Q3 | $225K | Hold |
2,389
| – | – | 0.19% | 59 |
|
|
2014
Q2 | $241K | Hold |
2,389
| – | – | 0.17% | 57 |
|
|
2014
Q1 | $233K | Buy |
2,389
+512
| +27% | +$49.9K | 0.19% | 53 |
|
|
2013
Q4 | $190K | Hold |
1,877
| – | – | 0.13% | 61 |
|
|
2013
Q3 | $161K | Hold |
1,877
| – | – | 0.13% | 53 |
|
|
2013
Q2 | $170K | Buy |
+1,877
| New | +$170K | 0.19% | 43 |
|