PFS
Prospera Financial Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.3M | Sell |
447,698
-6,227
| -1% | -$671K | 0.9% | 13 |
|
|
2025
Q1 | $54M | Buy |
453,925
+17,029
| +4% | +$2.03M | 1.24% | 8 |
|
|
2024
Q4 | $47M | Sell |
436,896
-2,897
| -0.7% | -$312K | 1.09% | 10 |
|
|
2024
Q3 | $51.6M | Buy |
439,793
+20,751
| +5% | +$2.43M | 1.32% | 8 |
|
|
2024
Q2 | $48.2M | Buy |
419,042
+14,366
| +4% | +$1.65M | 1.34% | 8 |
|
|
2024
Q1 | $47M | Buy |
404,676
+11,257
| +3% | +$1.31M | 1.4% | 8 |
|
|
2023
Q4 | $39.3M | Buy |
393,419
+175,958
| +81% | +$17.6M | 1.3% | 8 |
|
|
2023
Q3 | $25.6M | Sell |
217,461
-7,526
| -3% | -$885K | 0.99% | 11 |
|
|
2023
Q2 | $24.1M | Buy |
224,987
+4,824
| +2% | +$517K | 0.92% | 13 |
|
|
2023
Q1 | $24.1M | Sell |
220,163
-7,621
| -3% | -$836K | 0.99% | 9 |
|
|
2022
Q4 | $25.1M | Buy |
227,784
+12,504
| +6% | +$1.38M | 1.26% | 7 |
|
|
2022
Q3 | $18.8M | Buy |
215,280
+18,221
| +9% | +$1.59M | 0.98% | 13 |
|
|
2022
Q2 | $16.9M | Sell |
197,059
-12,403
| -6% | -$1.06M | 0.86% | 19 |
|
|
2022
Q1 | $17.3M | Buy |
209,462
+37,203
| +22% | +$3.07M | 0.72% | 17 |
|
|
2021
Q4 | $10.5M | Buy |
172,259
+19,716
| +13% | +$1.21M | 0.46% | 27 |
|
|
2021
Q3 | $8.97M | Buy |
152,543
+21,083
| +16% | +$1.24M | 0.45% | 29 |
|
|
2021
Q2 | $8.29M | Buy |
131,460
+9,615
| +8% | +$607K | 0.42% | 36 |
|
|
2021
Q1 | $6.8M | Sell |
121,845
-546
| -0.4% | -$30.5K | 0.4% | 36 |
|
|
2020
Q4 | $5.05M | Buy |
+122,391
| New | +$5.05M | 0.35% | 51 |
|
|
2020
Q3 | – | Sell |
-136,893
| Closed | -$6.12M | – | 1710 |
|
|
2020
Q2 | $6.12M | Buy |
136,893
+72,959
| +114% | +$3.26M | 0.54% | 23 |
|
|
2020
Q1 | $2.43M | Buy |
63,934
+14,562
| +29% | +$553K | 0.26% | 93 |
|
|
2019
Q4 | $3.45M | Buy |
49,372
+13,829
| +39% | +$965K | 0.27% | 82 |
|
|
2019
Q3 | $2.51M | Buy |
35,543
+3,194
| +10% | +$226K | 0.26% | 78 |
|
|
2019
Q2 | $2.47M | Buy |
+32,349
| New | +$2.47M | 0.28% | 70 |
|
|
2019
Q1 | – | Sell |
-31,679
| Closed | -$2.19M | – | 453 |
|
|
2018
Q4 | $2.19M | Sell |
31,679
-2,764
| -8% | -$191K | 0.44% | 38 |
|
|
2018
Q3 | $2.89M | Sell |
34,443
-14,243
| -29% | -$1.19M | 0.54% | 30 |
|
|
2018
Q2 | $4.02M | Buy |
48,686
+10,153
| +26% | +$837K | 0.54% | 29 |
|
|
2018
Q1 | $2.88M | Buy |
38,533
+151
| +0.4% | +$11.3K | 0.4% | 48 |
|
|
2017
Q4 | $3.27M | Buy |
38,382
+5,120
| +15% | +$436K | 0.5% | 31 |
|
|
2017
Q3 | $2.72M | Buy |
33,262
+127
| +0.4% | +$10.4K | 0.41% | 46 |
|
|
2017
Q2 | $2.66M | Sell |
33,135
-7,509
| -18% | -$603K | 0.43% | 46 |
|
|
2017
Q1 | $3.35M | Buy |
40,644
+13,753
| +51% | +$1.13M | 0.6% | 28 |
|
|
2016
Q4 | $2.41M | Sell |
26,891
-3,390
| -11% | -$303K | 0.47% | 38 |
|
|
2016
Q3 | $2.64M | Sell |
30,281
-2,812
| -8% | -$246K | 0.53% | 30 |
|
|
2016
Q2 | $3.1M | Buy |
33,093
+2,793
| +9% | +$262K | 0.64% | 26 |
|
|
2016
Q1 | $2.53M | Buy |
30,300
+2,888
| +11% | +$241K | 0.56% | 28 |
|
|
2015
Q4 | $2.14M | Buy |
27,412
+494
| +2% | +$38.5K | 0.47% | 36 |
|
|
2015
Q3 | $1.96M | Buy |
26,918
+9,026
| +50% | +$657K | 0.5% | 31 |
|
|
2015
Q2 | $1.41M | Sell |
17,892
-11
| -0.1% | -$865 | 0.33% | 54 |
|
|
2015
Q1 | $1.44M | Buy |
17,903
+717
| +4% | +$57.6K | 0.32% | 50 |
|
|
2014
Q4 | $1.59M | Buy |
17,186
+1,612
| +10% | +$149K | 0.4% | 46 |
|
|
2014
Q3 | $1.37M | Sell |
15,574
-942
| -6% | -$82.9K | 0.37% | 46 |
|
|
2014
Q2 | $1.66M | Sell |
16,516
-108
| -0.6% | -$10.9K | 0.45% | 47 |
|
|
2014
Q1 | $1.53M | Buy |
16,624
+2,925
| +21% | +$269K | 0.48% | 37 |
|
|
2013
Q4 | $1.39M | Sell |
13,699
-10,549
| -44% | -$1.07M | 0.47% | 44 |
|
|
2013
Q3 | $2.09M | Buy |
24,248
+1,203
| +5% | +$103K | 0.79% | 32 |
|
|
2013
Q2 | $2.08M | Buy |
+23,045
| New | +$2.08M | 0.96% | 24 |
|