New Century 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
Q1
Sell
-5,238
Closed -$565K 294
2024
Q4
$565K Sell
5,238
-1,482
-22% -$160K 0.24% 123
2024
Q3
$788K Buy
6,720
+373
+6% +$43.7K 0.29% 104
2024
Q2
$731K Buy
+6,347
New +$731K 0.31% 98