Paragon Financial Partners’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 | $238K | Buy |
2,210
+6
| +0.3% | +$647 | 0.16% | 68 |
|
|
2025
Q1 | $262K | Buy |
2,204
+3
| +0.1% | +$357 | 0.21% | 62 |
|
|
2024
Q4 | $237K | Sell |
2,201
-228
| -9% | -$24.5K | 0.18% | 66 |
|
|
2024
Q3 | $285K | Buy |
2,429
+4
| +0.2% | +$469 | 0.21% | 69 |
|
|
2024
Q2 | $279K | Buy |
2,425
+4
| +0.2% | +$460 | 0.22% | 68 |
|
|
2024
Q1 | $281K | Buy |
2,421
+4
| +0.2% | +$465 | 0.23% | 70 |
|
|
2023
Q4 | $242K | Buy |
2,417
+165
| +7% | +$16.5K | 0.23% | 73 |
|
|
2023
Q3 | $265K | Buy |
2,252
+1
| +0% | +$118 | 0.28% | 66 |
|
|
2023
Q2 | $241K | Buy |
2,251
+2
| +0.1% | +$214 | 0.23% | 72 |
|
|
2023
Q1 | $247K | Buy |
2,249
+1
| +0% | +$110 | 0.26% | 71 |
|
|
2022
Q4 | $248K | Buy |
+2,248
| New | +$248K | 0.27% | 66 |
|
|
2022
Q3 | – | Sell |
-2,445
| Closed | -$209K | – | 80 |
|
|
2022
Q2 | $209K | Buy |
2,445
+1
| +0% | +$85 | 0.21% | 78 |
|
|
2022
Q1 | $202K | Buy |
+2,444
| New | +$202K | 0.18% | 84 |
|