Prosperity Financial Group’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
$222K Sell
2,058
-196
-9% -$21.1K 0.09% 149
2025
Q1
$268K Buy
2,254
+11
+0.5% +$1.31K 0.13% 128
2024
Q4
$241K Buy
2,243
+301
+15% +$32.4K 0.12% 138
2024
Q3
$228K Sell
1,942
-27
-1% -$3.16K 0.13% 133
2024
Q2
$227K Sell
1,969
-160
-8% -$18.4K 0.14% 124
2024
Q1
$247K Buy
2,129
+22
+1% +$2.56K 0.15% 121
2023
Q4
$211K Buy
2,107
+257
+14% +$25.7K 0.15% 119
2023
Q3
$218K Sell
1,850
-162
-8% -$19K 0.18% 99
2023
Q2
$216K Buy
+2,012
New +$216K 0.19% 114