Northeast 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,109
| Closed | -$951K | – | 85 |
|
|
2024
Q3 | $951K | Buy |
8,109
+272
| +3% | +$31.9K | 0.35% | 38 |
|
|
2024
Q2 | $902K | Sell |
7,837
-131
| -2% | -$15.1K | 0.39% | 38 |
|
|
2024
Q1 | $926K | Buy |
7,968
+1,496
| +23% | +$174K | 0.41% | 42 |
|
|
2023
Q4 | $647K | Buy |
6,472
+236
| +4% | +$23.6K | 0.32% | 47 |
|
|
2023
Q3 | $733K | Sell |
6,236
-4,151
| -40% | -$488K | 0.45% | 38 |
|
|
2023
Q2 | $1.11M | Buy |
+10,387
| New | +$1.11M | 0.71% | 30 |
|