RFG Holdings’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
$985K Sell
9,136
-563
-6% -$60.7K 0.29% 35
2025
Q1
$1.15M Sell
9,699
-3,481
-26% -$414K 0.38% 25
2024
Q4
$1.42M Buy
13,180
+102
+0.8% +$11K 0.47% 23
2024
Q3
$1.53M Sell
13,078
-21
-0.2% -$2.46K 0.54% 19
2024
Q2
$1.51M Buy
13,099
+2,721
+26% +$313K 0.57% 17
2024
Q1
$1.21M Sell
10,378
-2,240
-18% -$260K 0.51% 19
2023
Q4
$1.26M Sell
12,618
-8
-0.1% -$800 0.64% 11
2023
Q3
$1.48M Buy
12,626
+634
+5% +$74.5K 0.84% 11
2023
Q2
$1.32M Hold
11,992
1.05% 10
2023
Q1
$1.32M Buy
11,992
+6,372
+113% +$699K 1.05% 10
2022
Q4
$620K Buy
5,620
+48
+0.9% +$5.29K 0.65% 8
2022
Q3
$486K Buy
5,572
+49
+0.9% +$4.27K 0.59% 10
2022
Q2
$473K Buy
5,523
+126
+2% +$10.8K 0.42% 15
2022
Q1
$446K Sell
5,397
-5,343
-50% -$442K 0.28% 18
2021
Q4
$657K Buy
10,740
+151
+1% +$9.24K 0.34% 22
2021
Q3
$623K Buy
10,589
+733
+7% +$43.1K 0.36% 23
2021
Q2
$622K Buy
9,856
+593
+6% +$37.4K 0.37% 26
2021
Q1
$517K Buy
9,263
+671
+8% +$37.5K 0.32% 26
2020
Q4
$354K Buy
+8,592
New +$354K 0.23% 21