Pflug Koory’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 | $228K | Buy |
2,113
+99
| +5% | +$10.7K | 0.12% | 142 |
|
|
2025
Q1 | $240K | Hold |
2,014
| – | – | 0.13% | 138 |
|
|
2024
Q4 | $217K | Sell |
2,014
-348
| -15% | -$37.4K | 0.11% | 144 |
|
|
2024
Q3 | $277K | Buy |
+2,362
| New | +$277K | 0.14% | 134 |
|
|
2024
Q1 | $301K | Sell |
2,591
-200
| -7% | -$23.2K | 0.15% | 126 |
|
|
2023
Q4 | $279K | Sell |
2,791
-38
| -1% | -$3.8K | 0.15% | 124 |
|
|
2023
Q3 | $333K | Sell |
2,829
-71
| -2% | -$8.35K | 0.19% | 103 |
|
|
2023
Q2 | $311K | Buy |
2,900
+25
| +0.9% | +$2.68K | 0.16% | 119 |
|
|
2023
Q1 | $315K | Buy |
2,875
+214
| +8% | +$23.5K | 0.17% | 114 |
|
|
2022
Q4 | $294K | Sell |
2,661
-30
| -1% | -$3.32K | 0.16% | 117 |
|
|
2022
Q3 | $235K | Hold |
2,691
| – | – | 0.14% | 134 |
|
|
2022
Q2 | $230K | Sell |
2,691
-50
| -2% | -$4.27K | 0.13% | 136 |
|
|
2022
Q1 | $226K | Sell |
2,741
-175
| -6% | -$14.4K | 0.11% | 156 |
|
|
2021
Q4 | $178K | Hold |
2,916
| – | – | 0.09% | 170 |
|
|
2021
Q3 | $172K | Sell |
2,916
-480
| -14% | -$28.3K | 0.09% | 171 |
|
|
2021
Q2 | $214K | Buy |
3,396
+240
| +8% | +$15.1K | 0.11% | 161 |
|
|
2021
Q1 | $176K | Sell |
3,156
-9
| -0.3% | -$502 | 0.1% | 167 |
|
|
2020
Q4 | $130K | Buy |
3,165
+193
| +6% | +$7.93K | 0.08% | 186 |
|
|
2020
Q3 | $102K | Buy |
2,972
+89
| +3% | +$3.06K | 0.07% | 190 |
|
|
2020
Q2 | $129K | Sell |
2,883
-260
| -8% | -$11.6K | 0.1% | 176 |
|
|
2020
Q1 | $119K | Sell |
3,143
-60
| -2% | -$2.27K | 0.11% | 169 |
|
|
2019
Q4 | $224K | Sell |
3,203
-1,298
| -29% | -$90.8K | 0.16% | 139 |
|
|
2019
Q3 | $318K | Hold |
4,501
| – | – | 0.24% | 108 |
|
|
2019
Q2 | $345K | Sell |
4,501
-95
| -2% | -$7.28K | 0.26% | 96 |
|
|
2019
Q1 | $371K | Sell |
4,596
-50
| -1% | -$4.04K | 0.29% | 94 |
|
|
2018
Q4 | $317K | Hold |
4,646
| – | – | 0.27% | 98 |
|
|
2018
Q3 | $395K | Sell |
4,646
-141
| -3% | -$12K | 0.32% | 94 |
|
|
2018
Q2 | $396K | Sell |
4,787
-1,700
| -26% | -$141K | 0.31% | 95 |
|
|
2018
Q1 | $484K | Hold |
6,487
| – | – | 0.4% | 78 |
|
|
2017
Q4 | $543K | Sell |
6,487
-25
| -0.4% | -$2.09K | 0.43% | 77 |
|
|
2017
Q3 | $534K | Hold |
6,512
| – | – | 0.44% | 73 |
|
|
2017
Q2 | $526K | Buy |
6,512
+50
| +0.8% | +$4.04K | 0.44% | 74 |
|
|
2017
Q1 | $530K | Hold |
6,462
| – | – | 0.46% | 71 |
|
|
2016
Q4 | $583 | Buy |
+6,462
| New | +$583 | 0.5% | 65 |
|