NFSG
Newbridge Financial Services Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
18,421
+1,967
| +12% | +$212K | 0.32% | 63 |
|
|
2025
Q1 | $1.96M | Sell |
16,454
-938
| -5% | -$112K | 0.48% | 46 |
|
|
2024
Q4 | $1.87M | Sell |
17,392
-884
| -5% | -$95.1K | 0.48% | 46 |
|
|
2024
Q3 | $2.14M | Sell |
18,276
-281
| -2% | -$32.9K | 0.75% | 34 |
|
|
2024
Q2 | $2.14M | Buy |
18,557
+1,134
| +7% | +$131K | 0.8% | 27 |
|
|
2024
Q1 | $2.03M | Sell |
17,423
-1,746
| -9% | -$203K | 0.88% | 21 |
|
|
2023
Q4 | $1.92M | Buy |
19,169
+1,101
| +6% | +$110K | 0.94% | 14 |
|
|
2023
Q3 | $2.12M | Buy |
18,068
+358
| +2% | +$42.1K | 1.07% | 8 |
|
|
2023
Q2 | $1.9M | Sell |
17,710
-3,592
| -17% | -$385K | 0.93% | 11 |
|
|
2023
Q1 | $2.34M | Buy |
21,302
+1,003
| +5% | +$110K | 1.24% | 7 |
|
|
2022
Q4 | $2.24M | Buy |
20,299
+8,029
| +65% | +$886K | 1.29% | 7 |
|
|
2022
Q3 | $1.07M | Buy |
12,270
+273
| +2% | +$23.8K | 0.63% | 18 |
|
|
2022
Q2 | $1.03M | Sell |
11,997
-295
| -2% | -$25.3K | 0.64% | 21 |
|
|
2022
Q1 | $1.02M | Sell |
12,292
-316
| -3% | -$26.1K | 0.5% | 36 |
|
|
2021
Q4 | $771K | Buy |
12,608
+1,833
| +17% | +$112K | 0.36% | 59 |
|
|
2021
Q3 | $634K | Sell |
10,775
-252
| -2% | -$14.8K | 0.4% | 50 |
|
|
2021
Q2 | $696K | Sell |
11,027
-1,623
| -13% | -$102K | 0.43% | 43 |
|
|
2021
Q1 | $706K | Buy |
12,650
+4,798
| +61% | +$268K | 0.52% | 34 |
|
|
2020
Q4 | $324K | Buy |
7,852
+314
| +4% | +$13K | 0.27% | 87 |
|
|
2020
Q3 | $259K | Buy |
+7,538
| New | +$259K | 0.26% | 87 |
|