LFASL
Lugano Financial Advisors SA (LFA)’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $82.5K | Buy |
765
+287
| +60% | +$30.9K | 0.05% | 123 |
|
2025
Q1 | $56.8K | Sell |
478
-621
| -57% | -$73.9K | 0.04% | 125 |
|
2024
Q4 | $118K | Buy |
1,099
+124
| +13% | +$13.3K | 0.08% | 104 |
|
2024
Q3 | $114K | Buy |
975
+162
| +20% | +$19K | 0.08% | 107 |
|
2024
Q2 | $93.6K | Hold |
813
| – | – | 0.07% | 108 |
|
2024
Q1 | $94.5K | Buy |
813
+747
| +1,132% | +$86.8K | 0.07% | 111 |
|
2023
Q4 | $6.6K | Buy |
+66
| New | +$6.6K | 0.01% | 164 |
|