Rikoon Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.43M | Sell |
43,440
-2,091
| -5% | -$117K | 0.65% | 36 |
|
|
2020
Q4 | $1.88M | Sell |
45,531
-176
| -0.4% | -$7.26K | 0.52% | 39 |
|
|
2020
Q3 | $1.57M | Sell |
45,707
-1,945
| -4% | -$66.8K | 0.48% | 42 |
|
|
2020
Q2 | $2.13M | Sell |
47,652
-2,155
| -4% | -$96.4K | 0.71% | 35 |
|
|
2020
Q1 | $1.89M | Sell |
49,807
-3,935
| -7% | -$149K | 0.78% | 34 |
|
|
2019
Q4 | $3.75M | Sell |
53,742
-1,106
| -2% | -$77.2K | 1.29% | 18 |
|
|
2019
Q3 | $3.87M | Sell |
54,848
-2,074
| -4% | -$146K | 1.43% | 17 |
|
|
2019
Q2 | $4.36M | Sell |
56,922
-1,476
| -3% | -$113K | 1.62% | 16 |
|
|
2019
Q1 | $4.72M | Sell |
58,398
-312
| -0.5% | -$25.2K | 1.76% | 14 |
|
|
2018
Q4 | $4M | Sell |
58,710
-5,406
| -8% | -$369K | 1.66% | 16 |
|
|
2018
Q3 | $5.45M | Sell |
64,116
-3,481
| -5% | -$296K | 1.93% | 11 |
|
|
2018
Q2 | $5.59M | Sell |
67,597
-968
| -1% | -$80.1K | 2.14% | 9 |
|
|
2018
Q1 | $5.02M | Buy |
68,565
+7,286
| +12% | +$533K | 2.03% | 9 |
|
|
2017
Q4 | $5.13M | Buy |
61,279
+13
| +0% | +$1.09K | 2.12% | 8 |
|
|
2017
Q3 | $5.02M | Sell |
61,266
-1,713
| -3% | -$140K | 2.18% | 8 |
|
|
2017
Q2 | $5.08M | Sell |
62,979
-1,136
| -2% | -$91.7K | 2.26% | 7 |
|
|
2017
Q1 | $5.24M | Sell |
64,115
-1,297
| -2% | -$106K | 2.31% | 7 |
|
|
2016
Q4 | $5.4M | Buy |
65,412
+23,733
| +57% | +$1.96M | 2.38% | 7 |
|
|
2016
Q3 | $3.64M | Buy |
+41,679
| New | +$3.64M | 2.88% | 3 |
|