Northern Financial Advisors’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 | $2.57M | Buy |
23,874
+906
| +4% | +$97.7K | 1.93% | 14 |
|
2025
Q1 | $2.73M | Buy |
22,968
+456
| +2% | +$54.2K | 2.26% | 8 |
|
2024
Q4 | $2.42M | Sell |
22,512
-792
| -3% | -$85.2K | 1.93% | 11 |
|
2024
Q3 | $2.73M | Buy |
23,304
+374
| +2% | +$43.8K | 2.07% | 9 |
|
2024
Q2 | $2.64M | Buy |
22,930
+334
| +1% | +$38.5K | 2.12% | 10 |
|
2024
Q1 | $2.63M | Buy |
22,596
+587
| +3% | +$68.2K | 2.05% | 9 |
|
2023
Q4 | $2.2M | Buy |
22,009
+453
| +2% | +$45.3K | 1.85% | 9 |
|
2023
Q3 | $2.53M | Buy |
21,556
+477
| +2% | +$56.1K | 2.32% | 6 |
|
2023
Q2 | $2.26M | Buy |
21,079
+311
| +1% | +$33.4K | 1.99% | 7 |
|
2023
Q1 | $2.28M | Sell |
20,768
-572
| -3% | -$62.7K | 2.14% | 6 |
|
2022
Q4 | $2.25M | Buy |
+21,340
| New | +$2.25M | 2.55% | 4 |
|