LifePlan Financial’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 | $671K | Buy |
6,227
+160
| +3% | +$17.2K | 0.56% | 52 |
|
|
2025
Q1 | $722K | Sell |
6,067
-261
| -4% | -$31K | 0.63% | 49 |
|
|
2024
Q4 | $681K | Buy |
6,328
+87
| +1% | +$9.36K | 0.6% | 51 |
|
|
2024
Q3 | $732K | Buy |
6,241
+203
| +3% | +$23.8K | 0.63% | 47 |
|
|
2024
Q2 | $695K | Buy |
6,038
+1,188
| +24% | +$137K | 0.64% | 49 |
|
|
2024
Q1 | $564K | Buy |
4,850
+2,020
| +71% | +$235K | 0.52% | 54 |
|
|
2023
Q4 | $283K | Buy |
+2,830
| New | +$283K | 0.28% | 77 |
|