Nadler Financial 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
$1.14M Sell
10,570
-182
-2% -$19.6K 0.12% 49
2025
Q1
$1.28M Buy
10,752
+609
+6% +$72.4K 0.14% 46
2024
Q4
$1.09M Buy
10,143
+2
+0% +$215 0.11% 46
2024
Q3
$1.19M Buy
10,141
+2
+0% +$234 0.13% 43
2024
Q2
$1.17M Sell
10,139
-102
-1% -$11.7K 0.14% 43
2024
Q1
$1.19M Buy
10,241
+44
+0.4% +$5.11K 0.15% 43
2023
Q4
$1.02M Sell
10,197
-10
-0.1% -$1K 0.14% 44
2023
Q3
$1.2M Buy
10,207
+4
+0% +$470 0.18% 43
2023
Q2
$1.09M Sell
10,203
-257
-2% -$27.6K 0.16% 45
2023
Q1
$1.15M Buy
10,460
+201
+2% +$22K 0.18% 45
2022
Q4
$1.13M Sell
10,259
-173
-2% -$19.1K 0.2% 42
2022
Q3
$911K Buy
10,432
+4
+0% +$349 0.17% 45
2022
Q2
$893K Buy
10,428
+206
+2% +$17.6K 0.16% 46
2022
Q1
$844K Buy
10,222
+17
+0.2% +$1.4K 0.13% 50
2021
Q4
$624K Sell
10,205
-900
-8% -$55K 0.09% 61
2021
Q3
$653K Sell
11,105
-1,456
-12% -$85.6K 0.11% 61
2021
Q2
$792K Sell
12,561
-1,245
-9% -$78.5K 0.13% 56
2021
Q1
$771K Buy
13,806
+3,196
+30% +$178K 0.14% 55
2020
Q4
$437K Sell
10,610
-1,154
-10% -$47.5K 0.08% 68
2020
Q3
$404K Buy
11,764
+1,477
+14% +$50.7K 0.09% 69
2020
Q2
$460K Sell
10,287
-568
-5% -$25.4K 0.12% 58
2020
Q1
$412K Sell
10,855
-2,056
-16% -$78K 0.13% 51
2019
Q4
$901K Buy
12,911
+711
+6% +$49.6K 0.22% 41
2019
Q3
$861K Sell
12,200
-166
-1% -$11.7K 0.24% 38
2019
Q2
$948K Sell
12,366
-736
-6% -$56.4K 0.27% 34
2019
Q1
$1.06M Sell
13,102
-1,280
-9% -$103K 0.34% 30
2018
Q4
$981K Buy
14,382
+258
+2% +$17.6K 0.32% 32
2018
Q3
$1.2M Sell
14,124
-107
-0.8% -$9.1K 0.32% 30
2018
Q2
$1.18M Buy
14,231
+104
+0.7% +$8.6K 0.33% 30
2018
Q1
$1.05M Sell
14,127
-386
-3% -$28.8K 0.32% 29
2017
Q4
$1.21M Sell
14,513
-19
-0.1% -$1.59K 0.37% 28
2017
Q3
$1.19M Sell
14,532
-875
-6% -$71.7K 0.39% 25
2017
Q2
$1.24M Sell
15,407
-457
-3% -$36.9K 0.42% 23
2017
Q1
$1.3M Buy
15,864
+40
+0.3% +$3.28K 0.45% 23
2016
Q4
$1.43M Buy
15,824
+1,245
+9% +$112K 0.53% 21
2016
Q3
$1.27M Sell
14,579
-121
-0.8% -$10.6K 0.5% 20
2016
Q2
$1.38M Sell
14,700
-187
-1% -$17.5K 0.58% 19
2016
Q1
$1.24M Buy
14,887
+434
+3% +$36.3K 0.54% 20
2015
Q4
$1.13M Sell
14,453
-585
-4% -$45.6K 0.51% 21
2015
Q3
$1.12M Buy
15,038
+964
+7% +$71.7K 0.56% 21
2015
Q2
$1.17M Sell
14,074
-1,099
-7% -$91.4K 0.55% 20
2015
Q1
$1.29M Buy
15,173
+1,053
+7% +$89.5K 0.62% 18
2014
Q4
$1.31M Sell
14,120
-923
-6% -$85.3K 0.68% 18
2014
Q3
$1.42M Sell
15,043
-372
-2% -$35K 0.85% 15
2014
Q2
$1.55M Buy
15,415
+2
+0% +$201 0.98% 12
2014
Q1
$1.51M Sell
15,413
-189
-1% -$18.5K 1% 12
2013
Q4
$1.58M Sell
15,602
-2,018
-11% -$204K 1.02% 12
2013
Q3
$1.52M Sell
17,620
-3,879
-18% -$334K 1.1% 13
2013
Q2
$1.94M Buy
+21,499
New +$1.94M 1.37% 13