LRI Investments’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 | $4.47M | Buy |
41,433
+1,311
| +3% | +$141K | 0.38% | 28 |
|
|
2025
Q1 | $4.77M | Buy |
40,122
+2,377
| +6% | +$283K | 0.46% | 24 |
|
|
2024
Q4 | $4.06M | Sell |
37,745
-2,025
| -5% | -$218K | 0.39% | 21 |
|
|
2024
Q3 | $4.79M | Buy |
39,770
+729
| +2% | +$87.9K | 0.47% | 19 |
|
|
2024
Q2 | $4.49M | Buy |
39,041
+3,713
| +11% | +$427K | 0.51% | 18 |
|
|
2024
Q1 | $4.11M | Buy |
+35,328
| New | +$4.11M | 1.04% | 16 |
|