Northstar Financial Companies’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
$584K Sell
5,415
-4,318
-44% -$465K 0.61% 40
2025
Q1
$1.16M Sell
9,733
-1,260
-11% -$150K 1.26% 16
2024
Q4
$1.18M Buy
+10,993
New +$1.18M 1.12% 17