Safeguard Investment Advisory Group’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
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $976K | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $883K | Buy |
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|
2024
Q1 | $891K | Sell |
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|
2023
Q4 | $870K | Buy |
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|
2023
Q3 | $986K | Sell |
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|
2023
Q2 | $969K | Sell |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $880K | Sell |
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|
2022
Q2 | $853K | Hold |
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|
2022
Q1 | $853K | Sell |
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|
2021
Q4 | $640K | Sell |
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|
2021
Q3 | $652K | Sell |
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|
2021
Q2 | $707K | Buy |
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|
2021
Q1 | $623K | Sell |
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|
2020
Q4 | $536K | Buy |
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