RDFA
Ritter Daniher Financial Advisory’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Buy |
7,462
+1,815
| +32% | +$196K | 0.2% | 43 |
|
|
2025
Q1 | $672K | Sell |
5,647
-815
| -13% | -$96.9K | 0.18% | 45 |
|
|
2024
Q4 | $695K | Buy |
6,462
+79
| +1% | +$8.5K | 0.2% | 42 |
|
|
2024
Q3 | $748K | Sell |
6,383
-344
| -5% | -$40.3K | 0.22% | 39 |
|
|
2024
Q2 | $774K | Sell |
6,727
-381
| -5% | -$43.9K | 0.25% | 39 |
|
|
2024
Q1 | $826K | Buy |
7,108
+264
| +4% | +$30.7K | 0.27% | 35 |
|
|
2023
Q4 | $684K | Buy |
6,844
+25
| +0.4% | +$2.5K | 0.25% | 36 |
|
|
2023
Q3 | $802K | Buy |
6,819
+200
| +3% | +$23.5K | 0.34% | 27 |
|
|
2023
Q2 | $710K | Buy |
6,619
+16
| +0.2% | +$1.72K | 0.29% | 34 |
|
|
2023
Q1 | $724K | Buy |
6,603
+100
| +2% | +$11K | 0.32% | 32 |
|
|
2022
Q4 | $717K | Sell |
6,503
-100
| -2% | -$11K | 0.34% | 32 |
|
|
2022
Q3 | $577K | Hold |
6,603
| – | – | 0.41% | 31 |
|
|
2022
Q2 | $565K | Buy |
6,603
+685
| +12% | +$58.6K | 0.4% | 29 |
|
|
2022
Q1 | $489K | Sell |
5,918
-450
| -7% | -$37.2K | 0.34% | 33 |
|
|
2021
Q4 | $390K | Sell |
6,368
-544
| -8% | -$33.3K | 0.26% | 36 |
|
|
2021
Q3 | $407K | Hold |
6,912
| – | – | 0.3% | 33 |
|
|
2021
Q2 | $436K | Hold |
6,912
| – | – | 0.32% | 30 |
|
|
2021
Q1 | $386K | Sell |
6,912
-255
| -4% | -$14.2K | 0.31% | 33 |
|
|
2020
Q4 | $295K | Buy |
+7,167
| New | +$295K | 0.26% | 39 |
|