RLWM
RF&L Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Hold |
3,405
| – | – | 0.24% | 49 |
|
|
2025
Q1 | $405K | Hold |
3,405
| – | – | 0.29% | 44 |
|
|
2024
Q4 | $366K | Sell |
3,405
-1,879
| -36% | -$202K | 0.26% | 47 |
|
|
2024
Q3 | $619K | Sell |
5,284
-1,020
| -16% | -$120K | 0.44% | 38 |
|
|
2024
Q2 | $726K | Hold |
6,304
| – | – | 0.55% | 36 |
|
|
2024
Q1 | $733K | Buy |
6,304
+50
| +0.8% | +$5.81K | 0.56% | 35 |
|
|
2023
Q4 | $625K | Hold |
6,254
| – | – | 0.52% | 34 |
|
|
2023
Q3 | $735K | Hold |
6,254
| – | – | 0.68% | 31 |
|
|
2023
Q2 | $671K | Hold |
6,254
| – | – | 0.61% | 32 |
|
|
2023
Q1 | $686K | Hold |
6,254
| – | – | 0.66% | 32 |
|
|
2022
Q4 | $690K | Buy |
+6,254
| New | +$690K | 0.71% | 32 |
|