Principal Securities’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 | $10.8M | Buy |
100,486
+8,803
| +10% | +$949K | 0.2% | 95 |
|
2025
Q1 | $9.86M | Buy |
91,683
+164
| +0.2% | +$17.6K | 0.22% | 90 |
|
2024
Q4 | $9.84M | Buy |
91,519
+5,277
| +6% | +$568K | 0.22% | 89 |
|
2024
Q3 | $10.1M | Buy |
86,242
+9,385
| +12% | +$1.1M | 0.24% | 83 |
|
2024
Q2 | $8.85M | Buy |
76,857
+10,579
| +16% | +$1.22M | 0.24% | 79 |
|
2024
Q1 | $7.7M | Buy |
66,278
+5,926
| +10% | +$689K | 0.24% | 84 |
|
2023
Q4 | $6.03M | Buy |
+60,352
| New | +$6.03M | 0.22% | 94 |
|