Next Financial Group’s Exxon Mobil XOM Stock Holding History

Next Financial Group’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$2.21M	Buy	36,043 +239	+0.7%	+$14.6K	0.15%	151
2021 Q3	$2.11M	Buy	35,804 +5,479	+18%	+$322K	0.16%	136
2021 Q2	$1.91M	Sell	30,325 -7,209	-19%	-$455K	0.15%	152
2021 Q1	$2.1M	Buy	37,534 +12,023	+47%	+$671K	0.19%	128
2020 Q4	$1.05M	Sell	25,511 -2,827	-10%	-$116K	0.1%	211
2020 Q3	$972K	Buy	28,338 +730	+3%	+$25K	0.1%	200
2020 Q2	$1.24M	Sell	27,608 -5,255	-16%	-$235K	0.14%	165
2020 Q1	$1.25M	Buy	32,863 +5,267	+19%	+$200K	0.16%	142
2019 Q4	$1.93M	Sell	27,596 -23,273	-46%	-$1.62M	0.2%	116
2019 Q3	$3.59M	Sell	50,869 -5,411	-10%	-$382K	0.39%	50
2019 Q2	$4.31M	Buy	56,280 +40,773	+263%	+$3.12M	0.46%	37
2019 Q1	$1.25M	Sell	15,507 -16,876	-52%	-$1.36M	0.32%	38
2018 Q4	$2.21M	Buy	32,383 +11,259	+53%	+$768K	0.46%	44
2018 Q3	$1.8M	Sell	21,124 -7,691	-27%	-$654K	0.83%	22
2018 Q2	$2.38M	Sell	28,815 -13,514	-32%	-$1.12M	0.92%	23
2018 Q1	$3.16M	Buy	42,329 +11,237	+36%	+$838K	0.67%	28
2017 Q4	$2.6M	Sell	31,092 -7,120	-19%	-$596K	1.11%	18
2017 Q3	$3.15M	Sell	38,212 -3,259	-8%	-$269K	0.88%	17
2017 Q2	$3.35M	Buy	41,471 +3,350	+9%	+$270K	0.82%	15
2017 Q1	$3.11M	Sell	38,121 -27,424	-42%	-$2.24M	0.87%	17
2016 Q4	$5.92M	Buy	65,545 +6,312	+11%	+$570K	1.04%	9
2016 Q3	$5.17M	Buy	59,233 +21,518	+57%	+$1.88M	0.93%	14
2016 Q2	$3.54M	Buy	37,715 +2,444	+7%	+$229K	1.12%	13
2016 Q1	$2.95M	Buy	35,271 +5,050	+17%	+$422K	1.04%	14
2015 Q4	$2.36M	Sell	30,221 -1,371	-4%	-$107K	0.88%	14
2015 Q3	$2.35M	Buy	31,592 +2,273	+8%	+$169K	0.84%	16
2015 Q2	$2.44M	Buy	29,319 +813	+3%	+$67.6K	0.84%	14
2015 Q1	$2.42M	Sell	28,506 -2,546	-8%	-$216K	0.78%	18
2014 Q4	$2.87M	Sell	31,052 -24,543	-44%	-$2.27M	0.95%	11
2014 Q3	$5.23M	Sell	55,595 -5,053	-8%	-$475K	1.04%	9
2014 Q2	$6.05M	Buy	+60,648	New	+$6.05M	3.16%	4