MBT
Montecito Bank & Trust’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.49M | Sell |
29,384
-251
| -0.8% | -$29.9K | 0.62% | 39 |
|
|
2024
Q4 | $3.19M | Hold |
29,635
| – | – | 0.55% | 42 |
|
|
2024
Q3 | $3.47M | Sell |
29,635
-1,663
| -5% | -$195K | 0.59% | 40 |
|
|
2024
Q2 | $3.6M | Buy |
31,298
+487
| +2% | +$56.1K | 0.73% | 34 |
|
|
2024
Q1 | $3.58M | Buy |
30,811
+64
| +0.2% | +$7.44K | 0.72% | 35 |
|
|
2023
Q4 | $3.07M | Sell |
30,747
-444
| -1% | -$44.4K | 0.66% | 37 |
|
|
2023
Q3 | $3.67M | Sell |
31,191
-44
| -0.1% | -$5.17K | 0.86% | 30 |
|
|
2023
Q2 | $3.35M | Sell |
31,235
-35
| -0.1% | -$3.75K | 0.76% | 33 |
|
|
2023
Q1 | $3.43M | Buy |
31,270
+914
| +3% | +$100K | 0.82% | 32 |
|
|
2022
Q4 | $3.35M | Hold |
30,356
| – | – | 0.81% | 30 |
|
|
2022
Q3 | $2.65M | Sell |
30,356
-11,157
| -27% | -$974K | 0.69% | 32 |
|
|
2022
Q2 | $3.56M | Buy |
41,513
+84
| +0.2% | +$7.2K | 0.84% | 31 |
|
|
2022
Q1 | $3.42M | Sell |
41,429
-170
| -0.4% | -$14K | 0.64% | 41 |
|
|
2021
Q4 | $2.55M | Sell |
41,599
-5,240
| -11% | -$321K | 0.45% | 55 |
|
|
2021
Q3 | $2.76M | Sell |
46,839
-1,731
| -4% | -$102K | 0.54% | 49 |
|
|
2021
Q2 | $3.06M | Buy |
48,570
+234
| +0.5% | +$14.8K | 0.59% | 44 |
|
|
2021
Q1 | $2.7M | Sell |
48,336
-80
| -0.2% | -$4.47K | 0.56% | 49 |
|
|
2020
Q4 | $2M | Sell |
48,416
-250
| -0.5% | -$10.3K | 0.44% | 60 |
|
|
2020
Q3 | $1.67M | Buy |
48,666
+16,916
| +53% | +$581K | 0.43% | 62 |
|
|
2020
Q2 | $1.42M | Buy |
31,750
+1,507
| +5% | +$67.4K | 0.39% | 67 |
|
|
2020
Q1 | $1.15M | Sell |
30,243
-2,416
| -7% | -$91.8K | 0.38% | 70 |
|
|
2019
Q4 | $2.28M | Buy |
32,659
+2,200
| +7% | +$154K | 0.61% | 39 |
|
|
2019
Q3 | $2.15M | Sell |
30,459
-890
| -3% | -$62.9K | 0.64% | 38 |
|
|
2019
Q2 | $2.4M | Sell |
31,349
-221
| -0.7% | -$16.9K | 0.73% | 29 |
|
|
2019
Q1 | $2.55M | Sell |
31,570
-435
| -1% | -$35.2K | 0.78% | 30 |
|
|
2018
Q4 | $2.18M | Sell |
32,005
-1,193
| -4% | -$81.3K | 0.75% | 32 |
|
|
2018
Q3 | $2.82M | Sell |
33,198
-3,048
| -8% | -$259K | 0.84% | 28 |
|
|
2018
Q2 | $3M | Buy |
36,246
+2,949
| +9% | +$244K | 0.96% | 23 |
|
|
2018
Q1 | $2.48M | Sell |
33,297
-504
| -1% | -$37.6K | 0.81% | 26 |
|
|
2017
Q4 | $2.83M | Sell |
33,801
-186
| -0.5% | -$15.6K | 0.92% | 20 |
|
|
2017
Q3 | $2.79M | Sell |
33,987
-5,774
| -15% | -$473K | 0.97% | 20 |
|
|
2017
Q2 | $3.21M | Sell |
39,761
-2,961
| -7% | -$239K | 1.15% | 16 |
|
|
2017
Q1 | $3.5M | Buy |
42,722
+1,659
| +4% | +$136K | 1.28% | 17 |
|
|
2016
Q4 | $3.71M | Buy |
41,063
+2,149
| +6% | +$194K | 1.29% | 15 |
|
|
2016
Q3 | $3.4M | Sell |
38,914
-741
| -2% | -$64.7K | 1.4% | 15 |
|
|
2016
Q2 | $3.72M | Buy |
39,655
+2,378
| +6% | +$223K | 1.57% | 13 |
|
|
2016
Q1 | $3.12M | Buy |
37,277
+2,662
| +8% | +$223K | 1.4% | 13 |
|
|
2015
Q4 | $2.7M | Buy |
34,615
+7,237
| +26% | +$564K | 1.27% | 16 |
|
|
2015
Q3 | $2.04M | Sell |
27,378
-2,332
| -8% | -$173K | 1.12% | 16 |
|
|
2015
Q2 | $2.53M | Hold |
29,710
| – | – | 1.25% | 17 |
|
|
2015
Q1 | $2.53M | Sell |
29,710
-1,794
| -6% | -$152K | 1.25% | 17 |
|
|
2014
Q4 | $2.91M | Buy |
31,504
+2,044
| +7% | +$189K | 1.53% | 12 |
|
|
2014
Q3 | $2.77M | Buy |
29,460
+3,339
| +13% | +$314K | 1.68% | 12 |
|
|
2014
Q2 | $2.63M | Sell |
26,121
-198
| -0.8% | -$19.9K | 1.59% | 11 |
|
|
2014
Q1 | $2.57M | Buy |
26,319
+1,225
| +5% | +$120K | 1.62% | 10 |
|
|
2013
Q4 | $2.54M | Buy |
25,094
+2,334
| +10% | +$236K | 1.58% | 11 |
|
|
2013
Q3 | $1.96M | Sell |
22,760
-274
| -1% | -$23.6K | 1.31% | 15 |
|
|
2013
Q2 | $2.08M | Buy |
+23,034
| New | +$2.08M | 1.4% | 14 |
|