Red Lighthouse Investment Management’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
$349K Buy
3,237
+19
+0.6% +$2.05K 0.13% 56
2025
Q1
$374K Sell
3,218
-9
-0.3% -$1.05K 0.15% 51
2024
Q4
$347K Buy
3,227
+1
+0% +$108 0.14% 52
2024
Q3
$378K Sell
3,226
-19
-0.6% -$2.23K 0.15% 52
2024
Q2
$374K Buy
3,245
+27
+0.8% +$3.11K 0.16% 51
2024
Q1
$374K Buy
3,218
+23
+0.7% +$2.67K 0.15% 52
2023
Q4
$319K Buy
3,195
+47
+1% +$4.7K 0.13% 53
2023
Q3
$370K Buy
3,148
+150
+5% +$17.6K 0.17% 48
2023
Q2
$321K Hold
2,998
0.15% 49
2023
Q1
$329K Hold
2,998
0.16% 51
2022
Q4
$331K Buy
+2,998
New +$331K 0.17% 52