Prospect Financial Services’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
$1.95M Sell
18,131
-3,368
-16% -$363K 1.22% 23
2025
Q1
$2.56M Sell
21,499
-4,335
-17% -$516K 1.42% 22
2024
Q4
$2.78M Sell
25,834
-2,816
-10% -$303K 1.52% 22
2024
Q3
$3.36M Sell
28,650
-3,462
-11% -$406K 2.08% 16
2024
Q2
$3.7M Sell
32,112
-5,375
-14% -$619K 2.84% 12
2024
Q1
$4.36M Sell
37,487
-782
-2% -$90.9K 3.6% 7
2023
Q4
$3.83M Buy
+38,269
New +$3.83M 3.86% 6