Paladin Advisory Group’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
$54.3K Hold
504
0.04% 139
2025
Q1
$59.9K Hold
504
0.05% 138
2024
Q4
$54.2K Hold
504
0.04% 146
2024
Q3
$59.1K Hold
504
0.04% 143
2024
Q2
$57.9K Hold
504
0.05% 137
2024
Q1
$59K Hold
504
0.05% 135
2023
Q4
$50.4K Hold
504
0.04% 142
2023
Q3
$59.3K Sell
504
-186
-27% -$21.9K 0.05% 139
2023
Q2
$74K Hold
690
0.06% 136
2023
Q1
$75.7K Buy
+690
New +$75.7K 0.06% 134
2022
Q4
Hold
0
275
2022
Q3
Hold
0
281
2022
Q2
Sell
-690
Closed -$57K 282
2022
Q1
$57K Buy
+690
New +$57K 0.05% 161
2021
Q4
Hold
0
273