Northeast Financial Consultants’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
$6.51M Sell
60,414
-7,261
-11% -$783K 0.27% 55
2025
Q1
$8.05M Sell
67,675
-15,140
-18% -$1.8M 0.36% 46
2024
Q4
$8.91M Buy
82,815
+883
+1% +$95K 0.38% 43
2024
Q3
$9.6M Buy
81,932
+144
+0.2% +$16.9K 0.42% 37
2024
Q2
$9.42M Sell
81,788
-301
-0.4% -$34.7K 0.43% 36
2024
Q1
$9.54M Buy
82,089
+374
+0.5% +$43.5K 0.47% 35
2023
Q4
$8.17M Sell
81,715
-1,152
-1% -$115K 0.45% 40
2023
Q3
$9.74M Buy
82,867
+46
+0.1% +$5.41K 0.61% 27
2023
Q2
$8.88M Sell
82,821
-8,788
-10% -$943K 0.55% 28
2023
Q1
$10M Buy
91,609
+67
+0.1% +$7.35K 0.64% 28
2022
Q4
$10.1M Buy
91,542
+44,075
+93% +$4.86M 0.68% 28
2022
Q3
$4.14M Buy
47,467
+51
+0.1% +$4.45K 0.3% 53
2022
Q2
$4.06M Sell
47,416
-25,142
-35% -$2.15M 0.28% 57
2022
Q1
$5.99M Sell
72,558
-40,552
-36% -$3.35M 0.35% 52
2021
Q4
$6.92M Buy
113,110
+4,079
+4% +$250K 0.42% 44
2021
Q3
$6.41M Buy
109,031
+86
+0.1% +$5.06K 0.43% 43
2021
Q2
$6.87M Sell
108,945
-10,983
-9% -$693K 0.46% 42
2021
Q1
$6.7M Sell
119,928
-376
-0.3% -$21K 0.51% 38
2020
Q4
$4.96M Sell
120,304
-3,317
-3% -$137K 0.41% 44
2020
Q3
$4.24M Sell
123,621
-4,284
-3% -$147K 0.38% 43
2020
Q2
$5.72M Sell
127,905
-635
-0.5% -$28.4K 0.55% 34
2020
Q1
$4.88M Sell
128,540
-254
-0.2% -$9.65K 0.55% 35
2019
Q4
$8.99M Sell
128,794
-873
-0.7% -$60.9K 0.8% 32
2019
Q3
$9.16M Buy
129,667
+88,292
+213% +$6.23M 0.93% 25
2019
Q2
$3.17M Buy
41,375
+45
+0.1% +$3.45K 0.33% 58
2019
Q1
$3.34M Buy
41,330
+974
+2% +$78.7K 0.37% 47
2018
Q4
$2.75M Buy
40,356
+32,796
+434% +$2.24M 0.38% 47
2018
Q3
$642K Sell
7,560
-678
-8% -$57.6K 0.18% 71
2018
Q2
$681K Sell
8,238
-250
-3% -$20.7K 0.21% 69
2018
Q1
$633K Sell
8,488
-1,212
-12% -$90.4K 0.21% 77
2017
Q4
$811K Buy
9,700
+134
+1% +$11.2K 0.27% 60
2017
Q3
$784K Sell
9,566
-4,675
-33% -$383K 0.29% 58
2017
Q2
$1.15M Sell
14,241
-13,416
-49% -$1.08M 0.45% 40
2017
Q1
$2.27M Sell
27,657
-2,921
-10% -$240K 0.95% 21
2016
Q4
$2.76M Sell
30,578
-24,924
-45% -$2.25M 1.23% 16
2016
Q3
$4.84M Buy
55,502
+200
+0.4% +$17.4K 2.04% 9
2016
Q2
$5.18M Buy
55,302
+1,200
+2% +$112K 2.3% 9
2016
Q1
$4.52M Hold
54,102
2.37% 8
2015
Q4
$4.22M Buy
54,102
+12,925
+31% +$1.01M 2.19% 8
2015
Q3
$3.06M Hold
41,177
1.56% 13
2015
Q2
$3.43M Buy
41,177
+700
+2% +$58.2K 1.53% 12
2015
Q1
$3.44M Buy
40,477
+200
+0.5% +$17K 1.57% 12
2014
Q4
$3.72M Hold
40,277
1.96% 10
2014
Q3
$3.79M Hold
40,277
2.08% 9
2014
Q2
$4.06M Hold
40,277
2.3% 8
2014
Q1
$3.93M Sell
40,277
-600
-1% -$58.6K 2.32% 9
2013
Q4
$4.14M Buy
+40,877
New +$4.14M 2.77% 7