Lokken Investment Group’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 | $2.63M | Buy |
24,369
+1,180
| +5% | +$127K | 1.01% | 25 |
|
|
2025
Q1 | $2.76M | Buy |
23,189
+9,375
| +68% | +$1.11M | 1.16% | 21 |
|
|
2024
Q4 | $1.49M | Buy |
13,814
+231
| +2% | +$24.8K | 0.64% | 40 |
|
|
2024
Q3 | $1.59M | Buy |
13,583
+86
| +0.6% | +$10.1K | 0.66% | 39 |
|
|
2024
Q2 | $1.55M | Sell |
13,497
-991
| -7% | -$114K | 0.73% | 35 |
|
|
2024
Q1 | $1.68M | Sell |
14,488
-34
| -0.2% | -$3.95K | 0.84% | 31 |
|
|
2023
Q4 | $1.45M | Sell |
14,522
-24
| -0.2% | -$2.4K | 0.82% | 29 |
|
|
2023
Q3 | $1.71M | Buy |
14,546
+75
| +0.5% | +$8.82K | 1.12% | 23 |
|
|
2023
Q2 | $1.55M | Buy |
14,471
+159
| +1% | +$17.1K | 1.01% | 26 |
|
|
2023
Q1 | $1.57M | Sell |
14,312
-1,321
| -8% | -$145K | 1.19% | 20 |
|
|
2022
Q4 | $1.72M | Buy |
15,633
+1,647
| +12% | +$182K | 1.36% | 21 |
|
|
2022
Q3 | $1.22M | Sell |
13,986
-209
| -1% | -$18.2K | 1.05% | 27 |
|
|
2022
Q2 | $1.22M | Buy |
14,195
+3
| +0% | +$257 | 0.99% | 27 |
|
|
2022
Q1 | $1.21M | Sell |
14,192
-842
| -6% | -$71.8K | 0.96% | 26 |
|
|
2021
Q4 | $920K | Buy |
15,034
+238
| +2% | +$14.6K | 0.66% | 33 |
|
|
2021
Q3 | $870K | Buy |
14,796
+731
| +5% | +$43K | 0.69% | 34 |
|
|
2021
Q2 | $887K | Hold |
14,065
| – | – | 0.72% | 35 |
|
|
2021
Q1 | $785K | Hold |
14,065
| – | – | 0.69% | 34 |
|
|
2020
Q4 | $580K | Buy |
+14,065
| New | +$580K | 0.53% | 42 |
|