Safeguard Investment Advisory Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
9,598
-1,363
| -12% | -$147K | 0.26% | 42 |
|
|
2025
Q1 | $1.3M | Buy |
10,961
+1,889
| +21% | +$225K | 0.35% | 33 |
|
|
2024
Q4 | $976K | Buy |
9,072
+301
| +3% | +$32.4K | 0.27% | 39 |
|
|
2024
Q3 | $1.03M | Buy |
8,771
+1,100
| +14% | +$129K | 0.29% | 38 |
|
|
2024
Q2 | $883K | Buy |
7,671
+9
| +0.1% | +$1.04K | 0.27% | 40 |
|
|
2024
Q1 | $891K | Sell |
7,662
-1,047
| -12% | -$122K | 0.3% | 37 |
|
|
2023
Q4 | $870K | Buy |
8,709
+328
| +4% | +$32.8K | 0.33% | 36 |
|
|
2023
Q3 | $986K | Sell |
8,381
-652
| -7% | -$76.7K | 0.43% | 31 |
|
|
2023
Q2 | $969K | Sell |
9,033
-707
| -7% | -$75.8K | 0.41% | 35 |
|
|
2023
Q1 | $1.07M | Sell |
9,740
-295
| -3% | -$32.4K | 0.51% | 31 |
|
|
2022
Q4 | $1.11M | Sell |
10,035
-54
| -0.5% | -$5.95K | 0.68% | 33 |
|
|
2022
Q3 | $880K | Sell |
10,089
-248
| -2% | -$21.6K | 0.6% | 35 |
|
|
2022
Q2 | $853K | Hold |
10,337
| – | – | 0.52% | 38 |
|
|
2022
Q1 | $853K | Sell |
10,337
-126
| -1% | -$10.4K | 0.58% | 33 |
|
|
2021
Q4 | $640K | Sell |
10,463
-627
| -6% | -$38.4K | 0.37% | 43 |
|
|
2021
Q3 | $652K | Sell |
11,090
-118
| -1% | -$6.94K | 0.42% | 39 |
|
|
2021
Q2 | $707K | Buy |
11,208
+37
| +0.3% | +$2.33K | 0.5% | 36 |
|
|
2021
Q1 | $623K | Sell |
11,171
-1,842
| -14% | -$103K | 0.56% | 33 |
|
|
2020
Q4 | $536K | Buy |
+13,013
| New | +$536K | 0.48% | 35 |
|