RTD Financial Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $869K | Hold |
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|
2025
Q2 | $831K | Sell |
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|
2025
Q1 | $2.51M | Buy |
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|
2024
Q4 | $829K | Sell |
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|
2024
Q3 | $924K | Sell |
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|
2024
Q2 | $923K | Buy |
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|
2024
Q1 | $809K | Hold |
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|
2023
Q4 | $695K | Sell |
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|
2023
Q3 | $1.09M | Hold |
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|
2023
Q2 | $994K | Sell |
|
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $943K | Sell |
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|
2022
Q2 | $993K | Sell |
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|
2022
Q1 | $963K | Sell |
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|
2021
Q4 | $759K | Buy |
|