NFP Retirement Inc’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 | $1.96M | Buy |
18,210
+272
| +2% | +$29.3K | 0.13% | 90 |
|
|
2025
Q1 | $2.13M | Sell |
17,938
-233
| -1% | -$27.7K | 0.17% | 71 |
|
|
2024
Q4 | $1.95M | Buy |
18,171
+457
| +3% | +$49.2K | 0.15% | 80 |
|
|
2024
Q3 | $2.08M | Sell |
17,714
-3,284
| -16% | -$385K | 0.17% | 80 |
|
|
2024
Q2 | $2.42M | Sell |
20,998
-6
| -0% | -$691 | 0.2% | 70 |
|
|
2024
Q1 | $2.44M | Buy |
21,004
+2,471
| +13% | +$287K | 0.21% | 67 |
|
|
2023
Q4 | $1.85M | Buy |
18,533
+5,438
| +42% | +$544K | 0.31% | 65 |
|
|
2023
Q3 | $1.54M | Buy |
13,095
+17
| +0.1% | +$2K | 0.29% | 71 |
|
|
2023
Q2 | $1.4M | Sell |
13,078
-96
| -0.7% | -$10.3K | 0.26% | 79 |
|
|
2023
Q1 | $1.44M | Sell |
13,174
-109
| -0.8% | -$12K | 0.29% | 74 |
|
|
2022
Q4 | $1.47M | Buy |
13,283
+1,572
| +13% | +$173K | 0.32% | 72 |
|
|
2022
Q3 | $1.02M | Buy |
11,711
+199
| +2% | +$17.4K | 0.25% | 81 |
|
|
2022
Q2 | $986K | Sell |
11,512
-1,710
| -13% | -$146K | 0.25% | 81 |
|
|
2022
Q1 | $1.09M | Buy |
13,222
+3,160
| +31% | +$261K | 0.26% | 77 |
|
|
2021
Q4 | $616K | Buy |
10,062
+189
| +2% | +$11.6K | 0.22% | 71 |
|
|
2021
Q3 | $581K | Buy |
9,873
+239
| +2% | +$14.1K | 0.24% | 70 |
|
|
2021
Q2 | $608K | Buy |
9,634
+22
| +0.2% | +$1.39K | 0.23% | 70 |
|
|
2021
Q1 | $537K | Buy |
9,612
+668
| +7% | +$37.3K | 0.23% | 70 |
|
|
2020
Q4 | $369K | Sell |
8,944
-76
| -0.8% | -$3.13K | 0.23% | 79 |
|
|
2020
Q3 | $310K | Buy |
9,020
+40
| +0.4% | +$1.37K | 0.2% | 77 |
|
|
2020
Q2 | $402K | Buy |
8,980
+29
| +0.3% | +$1.3K | 0.29% | 60 |
|
|
2020
Q1 | $340K | Buy |
8,951
+1,040
| +13% | +$39.5K | 0.33% | 54 |
|
|
2019
Q4 | $550K | Buy |
+7,911
| New | +$550K | 0.51% | 44 |
|