Okabena Investment Services’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,462
| Closed | -$399K | – | 123 |
|
|
2024
Q2 | $399K | Buy |
+3,462
| New | +$399K | 0.13% | 93 |
|
|
2023
Q3 | – | Sell |
-194
| Closed | -$20.8K | – | 156 |
|
|
2023
Q2 | $20.8K | Buy |
+194
| New | +$20.8K | 0.02% | 91 |
|
|
2022
Q4 | – | Sell |
-3,462
| Closed | -$302K | – | 256 |
|
|
2022
Q3 | $302K | Buy |
+3,462
| New | +$302K | 0.15% | 95 |
|
|
2021
Q1 | – | Sell |
-350
| Closed | -$14K | – | 82 |
|
|
2020
Q4 | $14K | Hold |
350
| – | – | 0.01% | 70 |
|
|
2020
Q3 | $12K | Hold |
350
| – | – | 0.01% | 73 |
|
|
2020
Q2 | $16K | Buy |
+350
| New | +$16K | 0.01% | 69 |
|