Sargent Investment 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 | $2.39M | Sell |
22,433
-310
| -1% | -$33K | 0.32% | 60 |
|
|
2025
Q1 | $2.7M | Buy |
22,743
+562
| +3% | +$66.8K | 0.43% | 50 |
|
|
2024
Q4 | $2.42M | Sell |
22,181
-216
| -1% | -$23.6K | 0.4% | 51 |
|
|
2024
Q3 | $2.63M | Sell |
22,397
-462
| -2% | -$54.2K | 0.47% | 47 |
|
|
2024
Q2 | $2.63M | Buy |
22,859
+6,262
| +38% | +$721K | 0.54% | 41 |
|
|
2024
Q1 | $1.93M | Sell |
16,597
-5,635
| -25% | -$655K | 0.42% | 51 |
|
|
2023
Q4 | $2.22M | Sell |
22,232
-957
| -4% | -$95.7K | 0.49% | 47 |
|
|
2023
Q3 | $2.73M | Buy |
23,189
+5,796
| +33% | +$681K | 0.66% | 35 |
|
|
2023
Q2 | $1.87M | Buy |
17,393
+2,237
| +15% | +$240K | 0.45% | 52 |
|
|
2023
Q1 | $1.76M | Buy |
15,156
+165
| +1% | +$19.2K | 0.46% | 50 |
|
|
2022
Q4 | $1.65M | Buy |
14,991
+398
| +3% | +$43.9K | 0.51% | 48 |
|
|
2022
Q3 | $1.49M | Sell |
14,593
-65
| -0.4% | -$6.63K | 0.46% | 53 |
|
|
2022
Q2 | $1.26M | Hold |
14,658
| – | – | 0.39% | 58 |
|
|
2022
Q1 | $1.21M | Sell |
14,658
-2,000
| -12% | -$165K | 0.31% | 58 |
|
|
2021
Q4 | $1.02M | Buy |
16,658
+2,295
| +16% | +$140K | 0.23% | 73 |
|
|
2021
Q3 | $845K | Sell |
14,363
-764
| -5% | -$44.9K | 0.21% | 81 |
|
|
2021
Q2 | $954K | Sell |
15,127
-220
| -1% | -$13.9K | 0.23% | 72 |
|
|
2021
Q1 | $857K | Sell |
15,347
-261
| -2% | -$14.6K | 0.23% | 76 |
|
|
2020
Q4 | $643K | Buy |
15,608
+190
| +1% | +$7.83K | 0.2% | 88 |
|
|
2020
Q3 | $529K | Buy |
15,418
+586
| +4% | +$20.1K | 0.19% | 94 |
|
|
2020
Q2 | $648K | Hold |
14,832
| – | – | 0.24% | 72 |
|
|
2020
Q1 | $563K | Sell |
14,832
-725
| -5% | -$27.5K | 0.26% | 72 |
|
|
2019
Q4 | $1.09M | Sell |
15,557
-210
| -1% | -$14.7K | 0.4% | 51 |
|
|
2019
Q3 | $1.11M | Sell |
15,767
-400
| -2% | -$28.2K | 0.5% | 52 |
|
|
2019
Q2 | $1.24M | Buy |
16,167
+50
| +0.3% | +$3.83K | 0.57% | 41 |
|
|
2019
Q1 | $1.3M | Buy |
16,117
+3,076
| +24% | +$248K | 0.63% | 37 |
|
|
2018
Q4 | $889K | Buy |
+13,041
| New | +$889K | 0.55% | 43 |
|