Retirement Financial Solutions’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 | $361K | Sell |
3,346
-102
| -3% | -$11K | 0.22% | 28 |
|
|
2025
Q1 | $410K | Buy |
3,448
+19
| +0.6% | +$2.26K | 0.25% | 28 |
|
|
2024
Q4 | $369K | Buy |
3,429
+46
| +1% | +$4.95K | 0.2% | 33 |
|
|
2024
Q3 | $396K | Sell |
3,383
-186
| -5% | -$21.8K | 0.17% | 35 |
|
|
2024
Q2 | $411K | Buy |
3,569
+30
| +0.8% | +$3.45K | 0.19% | 35 |
|
|
2024
Q1 | $411K | Buy |
3,539
+17
| +0.5% | +$1.98K | 0.21% | 34 |
|
|
2023
Q4 | $352K | Buy |
+3,522
| New | +$352K | 0.2% | 39 |
|
|
2023
Q3 | – | Sell |
-2,416
| Closed | -$259K | – | 46 |
|
|
2023
Q2 | $259K | Sell |
2,416
-911
| -27% | -$97.7K | 0.18% | 29 |
|
|
2023
Q1 | $365K | Hold |
3,327
| – | – | 0.29% | 26 |
|
|
2022
Q4 | $367K | Buy |
+3,327
| New | +$367K | 0.31% | 23 |
|