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