SBL
Sargent Bickham Lagudis’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.92M | Sell |
35,583
-294
| -0.8% | -$32.4K | 0.32% | 66 |
|
|
2022
Q3 | $3.13M | Sell |
35,877
-1,375
| -4% | -$120K | 0.28% | 79 |
|
|
2022
Q2 | $3.19M | Buy |
37,252
+2,744
| +8% | +$235K | 0.28% | 84 |
|
|
2022
Q1 | $2.85M | Sell |
34,508
-834
| -2% | -$68.9K | 0.22% | 90 |
|
|
2021
Q4 | $2.16M | Buy |
35,342
+460
| +1% | +$28.2K | 0.16% | 102 |
|
|
2021
Q3 | $2.05M | Buy |
34,882
+954
| +3% | +$56.1K | 0.17% | 101 |
|
|
2021
Q2 | $2.14M | Buy |
33,928
+1,248
| +4% | +$78.7K | 0.17% | 100 |
|
|
2021
Q1 | $1.83M | Sell |
32,680
-539
| -2% | -$30.1K | 0.16% | 102 |
|
|
2020
Q4 | $1.37M | Buy |
33,219
+4,000
| +14% | +$165K | 0.13% | 108 |
|
|
2020
Q3 | $1M | Sell |
29,219
-295
| -1% | -$10.1K | 0.1% | 111 |
|
|
2020
Q2 | $1.32M | Sell |
29,514
-4,029
| -12% | -$180K | 0.14% | 103 |
|
|
2020
Q1 | $1.27M | Buy |
33,543
+616
| +2% | +$23.4K | 0.16% | 102 |
|
|
2019
Q4 | $2.3M | Buy |
32,927
+3,685
| +13% | +$257K | 0.25% | 82 |
|
|
2019
Q3 | $2.07M | Sell |
29,242
-1,620
| -5% | -$114K | 0.25% | 82 |
|
|
2019
Q2 | $2.37M | Sell |
30,862
-871
| -3% | -$66.7K | 0.28% | 74 |
|
|
2019
Q1 | $2.56M | Sell |
31,733
-2,001
| -6% | -$162K | 0.3% | 75 |
|
|
2018
Q4 | $2.3M | Sell |
33,734
-1,098
| -3% | -$74.9K | 0.3% | 72 |
|
|
2018
Q3 | $2.96M | Sell |
34,832
-1,328
| -4% | -$113K | 0.35% | 71 |
|
|
2018
Q2 | $2.99M | Sell |
36,160
-3,363
| -9% | -$278K | 0.37% | 65 |
|
|
2018
Q1 | $2.95M | Sell |
39,523
-4,318
| -10% | -$322K | 0.37% | 62 |
|
|
2017
Q4 | $3.67M | Sell |
43,841
-2,962
| -6% | -$248K | 0.44% | 63 |
|
|
2017
Q3 | $3.84M | Sell |
46,803
-872
| -2% | -$71.5K | 0.48% | 58 |
|
|
2017
Q2 | $3.85M | Buy |
47,675
+1,592
| +3% | +$129K | 0.49% | 54 |
|
|
2017
Q1 | $3.78M | Sell |
46,083
-18,090
| -28% | -$1.48M | 0.49% | 57 |
|
|
2016
Q4 | $5.79M | Buy |
64,173
+62,386
| +3,491% | +$5.63M | 0.89% | 24 |
|
|
2016
Q3 | $5.32K | Sell |
1,787
-58,399
| -97% | -$174K | 0.8% | 28 |
|
|
2016
Q2 | $5.64M | Buy |
60,186
+13,585
| +29% | +$1.27M | 0.88% | 24 |
|
|
2016
Q1 | $3.9M | Buy |
+46,601
| New | +$3.9M | 0.63% | 46 |
|