RFA
RTD Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831K | Sell |
7,706
-13,373
| -63% | -$1.44M | 0.11% | 67 |
|
|
2025
Q1 | $2.51M | Buy |
21,079
+13,373
| +174% | +$1.59M | 0.34% | 47 |
|
|
2024
Q4 | $829K | Sell |
7,706
-176
| -2% | -$18.9K | 0.11% | 66 |
|
|
2024
Q3 | $924K | Sell |
7,882
-132
| -2% | -$15.5K | 0.12% | 65 |
|
|
2024
Q2 | $923K | Buy |
8,014
+1,058
| +15% | +$122K | 0.12% | 63 |
|
|
2024
Q1 | $809K | Hold |
6,956
| – | – | 0.11% | 64 |
|
|
2023
Q4 | $695K | Sell |
6,956
-2,311
| -25% | -$231K | 0.1% | 65 |
|
|
2023
Q3 | $1.09M | Hold |
9,267
| – | – | 0.17% | 57 |
|
|
2023
Q2 | $994K | Sell |
9,267
-1,345
| -13% | -$144K | 0.14% | 59 |
|
|
2023
Q1 | $1.16M | Sell |
10,612
-1,375
| -11% | -$151K | 0.18% | 54 |
|
|
2022
Q4 | $1.32M | Buy |
11,987
+1,186
| +11% | +$131K | 0.22% | 49 |
|
|
2022
Q3 | $943K | Sell |
10,801
-800
| -7% | -$69.8K | 0.17% | 55 |
|
|
2022
Q2 | $993K | Sell |
11,601
-58
| -0.5% | -$4.97K | 0.15% | 60 |
|
|
2022
Q1 | $963K | Sell |
11,659
-743
| -6% | -$61.4K | 0.13% | 63 |
|
|
2021
Q4 | $759K | Buy |
+12,402
| New | +$759K | 0.1% | 68 |
|