RFP
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RCS Financial Planning’s Exxon Mobil XOM Stock Holding History

RCS Financial Planning’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,819
Closed -$213K – 78
2024
Q3 		$213K Sell
1,819
-12
-0.7% -$1.41K 0.12% 67
2024
Q2 		$211K Sell
1,831
-88
-5% -$10.1K 0.12% 68
2024
Q1 		$223K Buy
+1,919
New +$223K 0.14% 67