SFP
Sandbox Financial Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Sell |
27,003
-194
| -0.7% | -$20.9K | 0.92% | 24 |
|
|
2025
Q1 | $3.23M | Buy |
27,197
+128
| +0.5% | +$15.2K | 1.14% | 22 |
|
|
2024
Q4 | $2.91M | Sell |
27,069
-1,299
| -5% | -$140K | 0.97% | 25 |
|
|
2024
Q3 | $3.33M | Buy |
28,368
+75
| +0.3% | +$8.79K | 1.18% | 19 |
|
|
2024
Q2 | $3.26M | Buy |
28,293
+203
| +0.7% | +$23.4K | 1.25% | 20 |
|
|
2024
Q1 | $3.27M | Sell |
28,090
-9
| -0% | -$1.05K | 1.37% | 18 |
|
|
2023
Q4 | $2.81M | Buy |
28,099
+151
| +0.5% | +$15.1K | 1.32% | 16 |
|
|
2023
Q3 | $3.29M | Buy |
27,948
+1,177
| +4% | +$138K | 1.74% | 14 |
|
|
2023
Q2 | $2.87M | Buy |
26,771
+65
| +0.2% | +$6.97K | 1.5% | 14 |
|
|
2023
Q1 | $2.93M | Buy |
26,706
+521
| +2% | +$57.1K | 1.77% | 13 |
|
|
2022
Q4 | $2.89M | Sell |
26,185
-100
| -0.4% | -$11K | 2% | 13 |
|
|
2022
Q3 | $2.3M | Buy |
26,285
+944
| +4% | +$82.4K | 1.68% | 12 |
|
|
2022
Q2 | $2.17M | Buy |
25,341
+62
| +0.2% | +$5.31K | 1.55% | 13 |
|
|
2022
Q1 | $2.09M | Buy |
25,279
+713
| +3% | +$58.9K | 1.19% | 16 |
|
|
2021
Q4 | $1.5M | Sell |
24,566
-4
| -0% | -$245 | 0.94% | 17 |
|
|
2021
Q3 | $1.45M | Buy |
24,570
+2,373
| +11% | +$140K | 1.03% | 20 |
|
|
2021
Q2 | $1.4M | Buy |
22,197
+55
| +0.2% | +$3.47K | 1.04% | 19 |
|
|
2021
Q1 | $1.25M | Buy |
22,142
+203
| +0.9% | +$11.4K | 1.02% | 21 |
|
|
2020
Q4 | $904K | Buy |
+21,939
| New | +$904K | 0.83% | 21 |
|