LifeSteps 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 | $1.35M | Sell |
12,481
-364
| -3% | -$39.2K | 0.92% | 24 |
|
|
2025
Q1 | $1.53M | Sell |
12,845
-166
| -1% | -$19.7K | 1.24% | 22 |
|
|
2024
Q4 | $1.4M | Buy |
13,011
+434
| +3% | +$46.7K | 1.07% | 21 |
|
|
2024
Q3 | $1.47M | Sell |
12,577
-12
| -0.1% | -$1.41K | 1.15% | 21 |
|
|
2024
Q2 | $1.45M | Buy |
12,589
+31
| +0.2% | +$3.57K | 1.2% | 20 |
|
|
2024
Q1 | $1.46M | Buy |
12,558
+31
| +0.2% | +$3.6K | 1.1% | 20 |
|
|
2023
Q4 | $1.25M | Buy |
12,527
+35
| +0.3% | +$3.5K | 1.11% | 21 |
|
|
2023
Q3 | $1.47M | Buy |
12,492
+28
| +0.2% | +$3.29K | 1.49% | 17 |
|
|
2023
Q2 | $1.34M | Buy |
12,464
+31
| +0.2% | +$3.33K | 1.32% | 20 |
|
|
2023
Q1 | $1.36M | Sell |
12,433
-480
| -4% | -$52.6K | 1.45% | 16 |
|
|
2022
Q4 | $1.42M | Buy |
12,913
+6,066
| +89% | +$669K | 1.48% | 18 |
|
|
2022
Q3 | $598K | Buy |
6,847
+1,783
| +35% | +$156K | 0.67% | 33 |
|
|
2022
Q2 | $434K | Hold |
5,064
| – | – | 0.45% | 46 |
|
|
2022
Q1 | $418K | Buy |
5,064
+40
| +0.8% | +$3.3K | 0.31% | 54 |
|
|
2021
Q4 | $307K | Sell |
5,024
-10,850
| -68% | -$663K | 0.22% | 66 |
|
|
2021
Q3 | $934K | Hold |
15,874
| – | – | 0.71% | 28 |
|
|
2021
Q2 | $1M | Hold |
15,874
| – | – | 0.77% | 27 |
|
|
2021
Q1 | $886K | Sell |
15,874
-530
| -3% | -$29.6K | 0.74% | 25 |
|
|
2020
Q4 | $676K | Hold |
16,404
| – | – | 0.62% | 30 |
|
|
2020
Q3 | $563K | Sell |
16,404
-11,499
| -41% | -$395K | 0.59% | 31 |
|
|
2020
Q2 | $1.25M | Sell |
27,903
-449
| -2% | -$20.1K | 1.44% | 16 |
|
|
2020
Q1 | $1.08M | Sell |
28,352
-201
| -0.7% | -$7.64K | 1.24% | 24 |
|
|
2019
Q4 | $1.99M | Buy |
+28,553
| New | +$1.99M | 1.88% | 15 |
|