Red Mountain Financial’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
$343K Hold
3,182
0.38% 48
2025
Q1
$378K Hold
3,182
0.46% 42
2024
Q4
$342K Sell
3,182
-601
-16% -$64.7K 0.37% 43
2024
Q3
$443K Sell
3,783
-186
-5% -$21.8K 0.47% 38
2024
Q2
$457K Buy
+3,969
New +$457K 0.55% 37
2023
Q4
$686K Buy
+6,858
New +$686K 1.06% 29