Lighthouse 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
$576K Hold
5,340
0.44% 37
2025
Q1
$635K Sell
5,340
-17
-0.3% -$2.02K 0.55% 33
2024
Q4
$576K Buy
+5,357
New +$576K 0.47% 36