Lindbrook Capital’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.64M Buy
22,236
+5,213
+31% +$620K 0.24% 64
2024
Q4
$1.83M Sell
17,023
-128
-0.7% -$13.8K 0.17% 82
2024
Q3
$2.01M Buy
17,151
+1,245
+8% +$146K 0.18% 82
2024
Q2
$1.83M Buy
15,906
+4,701
+42% +$541K 0.17% 82
2024
Q1
$1.3M Buy
11,205
+93
+0.8% +$10.8K 0.12% 105
2023
Q4
$1.11M Buy
11,112
+82
+0.7% +$8.2K 0.11% 108
2023
Q3
$1.3M Buy
11,030
+3,017
+38% +$355K 0.15% 92
2023
Q2
$859K Buy
8,013
+116
+1% +$12.4K 0.09% 129
2023
Q1
$866K Sell
7,897
-2,622
-25% -$288K 0.1% 123
2022
Q4
$1.16M Buy
10,519
+2,876
+38% +$317K 0.14% 103
2022
Q3
$667K Buy
7,643
+1,672
+28% +$146K 0.11% 108
2022
Q2
$511K Sell
5,971
-1,329
-18% -$114K 0.08% 150
2022
Q1
$603K Buy
7,300
+1,890
+35% +$156K 0.09% 141
2021
Q4
$331K Buy
5,410
+742
+16% +$45.4K 0.05% 211
2021
Q3
$275K Buy
4,668
+1,399
+43% +$82.4K 0.07% 116
2021
Q2
$206K Buy
3,269
+25
+0.8% +$1.58K 0.05% 161
2021
Q1
$181K Buy
3,244
+953
+42% +$53.2K 0.04% 166
2020
Q4
$94K Buy
2,291
+806
+54% +$33.1K 0.02% 258
2020
Q3
$51K Sell
1,485
-1,704
-53% -$58.5K 0.01% 356
2020
Q2
$143K Sell
3,189
-58
-2% -$2.6K 0.04% 159
2020
Q1
$123K Sell
3,247
-1,193
-27% -$45.2K 0.05% 160
2019
Q4
$310K Buy
4,440
+624
+16% +$43.6K 0.11% 94
2019
Q3
$269K Sell
3,816
-378
-9% -$26.6K 0.1% 99
2019
Q2
$321K Buy
4,194
+579
+16% +$44.3K 0.12% 84
2019
Q1
$292K Sell
3,615
-863
-19% -$69.7K 0.12% 86
2018
Q4
$305K Buy
+4,478
New +$305K 0.15% 71