Safeguard Financial’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $643K | Sell |
5,404
-297
| -5% | -$35.3K | 0.14% | 53 |
|
|
2024
Q4 | $613K | Sell |
5,701
-156
| -3% | -$16.8K | 0.13% | 57 |
|
|
2024
Q3 | $687K | Buy |
5,857
+1,046
| +22% | +$123K | 0.16% | 52 |
|
|
2024
Q2 | $554K | Buy |
4,811
+828
| +21% | +$95.3K | 0.15% | 57 |
|
|
2024
Q1 | $463K | Sell |
3,983
-122
| -3% | -$14.2K | 0.15% | 56 |
|
|
2023
Q4 | $410K | Buy |
4,105
+25
| +0.6% | +$2.5K | 0.16% | 50 |
|
|
2023
Q3 | $480K | Sell |
4,080
-24
| -0.6% | -$2.82K | 0.23% | 44 |
|
|
2023
Q2 | $440K | Buy |
4,104
+158
| +4% | +$16.9K | 0.21% | 44 |
|
|
2023
Q1 | $433K | Sell |
3,946
-1,690
| -30% | -$185K | 0.26% | 44 |
|
|
2022
Q4 | $622K | Buy |
5,636
+1,918
| +52% | +$212K | 0.45% | 38 |
|
|
2022
Q3 | $325K | Buy |
+3,718
| New | +$325K | 0.3% | 43 |
|