RAG
RIA Advisory Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
9,683
-519
| -5% | -$55.9K | 0.31% | 51 |
|
|
2025
Q1 | $1.21M | Sell |
10,202
-145
| -1% | -$17.2K | 0.39% | 46 |
|
|
2024
Q4 | $1.11M | Sell |
10,347
-565
| -5% | -$60.8K | 0.38% | 43 |
|
|
2024
Q3 | $1.28M | Buy |
+10,912
| New | +$1.28M | 0.45% | 34 |
|
|
2024
Q1 | $1.33M | Buy |
+11,459
| New | +$1.33M | 0.54% | 29 |
|
|
2023
Q4 | – | Sell |
-16,410
| Closed | -$1.93M | – | 204 |
|
|
2023
Q3 | $1.93M | Buy |
16,410
+1,117
| +7% | +$131K | 0.86% | 13 |
|
|
2023
Q2 | $1.64M | Sell |
15,293
-987
| -6% | -$106K | 0.71% | 17 |
|
|
2023
Q1 | $1.79M | Buy |
16,280
+1,815
| +13% | +$199K | 0.82% | 16 |
|
|
2022
Q4 | $1.49M | Buy |
+14,465
| New | +$1.49M | 0.87% | 17 |
|