Sageworth Trust Company of South Dakota’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 | $405K | Hold |
3,754
| – | – | 0.44% | 36 |
|
|
2025
Q1 | $446K | Buy |
3,754
+500
| +15% | +$59.5K | 0.54% | 34 |
|
|
2024
Q4 | $350K | Hold |
3,254
| – | – | 0.44% | 35 |
|
|
2024
Q3 | $381K | Hold |
3,254
| – | – | 0.49% | 35 |
|
|
2024
Q2 | $375K | Sell |
3,254
-1,302
| -29% | -$150K | 0.55% | 34 |
|
|
2024
Q1 | $530K | Buy |
4,556
+1,302
| +40% | +$151K | 0.82% | 34 |
|
|
2023
Q4 | $325K | Hold |
3,254
| – | – | 0.61% | 35 |
|
|
2023
Q3 | $383K | Hold |
3,254
| – | – | 0.84% | 33 |
|
|
2023
Q2 | $349K | Hold |
3,254
| – | – | 0.87% | 29 |
|
|
2023
Q1 | $357K | Hold |
3,254
| – | – | 0.83% | 28 |
|
|
2022
Q4 | $359K | Hold |
3,254
| – | – | 0.81% | 28 |
|
|
2022
Q3 | $284K | Sell |
3,254
-1,789
| -35% | -$156K | 0.7% | 29 |
|
|
2022
Q2 | $432K | Sell |
5,043
-45
| -0.9% | -$3.86K | 0.89% | 28 |
|
|
2022
Q1 | $420K | Sell |
5,088
-4,603
| -47% | -$380K | 0.79% | 26 |
|
|
2021
Q4 | $593K | Buy |
+9,691
| New | +$593K | 0.91% | 24 |
|