OCFG
O'Connor Financial Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
3,260
-23
| -0.7% | -$2.58K | 0.16% | 43 |
|
|
2025
Q1 | $390K | Buy |
3,283
+89
| +3% | +$10.6K | 0.2% | 38 |
|
|
2024
Q4 | $344K | Sell |
3,194
-59
| -2% | -$6.35K | 0.18% | 40 |
|
|
2024
Q3 | $381K | Buy |
3,253
+57
| +2% | +$6.68K | 0.2% | 38 |
|
|
2024
Q2 | $368K | Buy |
3,196
+203
| +7% | +$23.4K | 0.21% | 36 |
|
|
2024
Q1 | $348K | Sell |
2,993
-61
| -2% | -$7.09K | 0.21% | 34 |
|
|
2023
Q4 | $305K | Sell |
3,054
-38
| -1% | -$3.8K | 0.19% | 47 |
|
|
2023
Q3 | $364K | Buy |
3,092
+34
| +1% | +$4K | 0.25% | 43 |
|
|
2023
Q2 | $328K | Buy |
3,058
+6
| +0.2% | +$644 | 0.23% | 44 |
|
|
2023
Q1 | $335K | Buy |
+3,052
| New | +$335K | 0.25% | 46 |
|