SWM
SeaCrest Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Buy |
35,822
+2,288
| +7% | +$247K | 0.42% | 34 |
|
|
2025
Q1 | $3.99M | Sell |
33,534
-705
| -2% | -$83.8K | 0.45% | 34 |
|
|
2024
Q4 | $3.68M | Sell |
34,239
-3,431
| -9% | -$369K | 0.39% | 34 |
|
|
2024
Q3 | $4.42M | Sell |
37,670
-1,678
| -4% | -$197K | 0.48% | 30 |
|
|
2024
Q2 | $4.53M | Buy |
39,348
+4,424
| +13% | +$509K | 0.52% | 25 |
|
|
2024
Q1 | $4.06M | Sell |
34,924
-20,570
| -37% | -$2.39M | 0.5% | 32 |
|
|
2023
Q4 | $5.7M | Sell |
55,494
-2,035
| -4% | -$209K | 0.7% | 21 |
|
|
2023
Q3 | $6.76M | Sell |
57,529
-5,458
| -9% | -$642K | 0.88% | 15 |
|
|
2023
Q2 | $6.76M | Buy |
62,987
+573
| +0.9% | +$61.5K | 0.85% | 16 |
|
|
2023
Q1 | $6.84M | Buy |
62,414
+329
| +0.5% | +$36.1K | 0.93% | 12 |
|
|
2022
Q4 | $6.85M | Buy |
62,085
+7,436
| +14% | +$820K | 0.98% | 11 |
|
|
2022
Q3 | $4.77M | Sell |
54,649
-7,239
| -12% | -$632K | 0.72% | 23 |
|
|
2022
Q2 | $5.3M | Sell |
61,888
-4,101
| -6% | -$351K | 0.67% | 23 |
|
|
2022
Q1 | $5.45M | Sell |
65,989
-6,684
| -9% | -$552K | 0.63% | 23 |
|
|
2021
Q4 | $4.45M | Buy |
72,673
+688
| +1% | +$42.1K | 0.49% | 36 |
|
|
2021
Q3 | $4.23M | Sell |
71,985
-5,475
| -7% | -$322K | 0.51% | 36 |
|
|
2021
Q2 | $4.89M | Buy |
77,460
+3,341
| +5% | +$211K | 0.59% | 30 |
|
|
2021
Q1 | $4.14M | Buy |
74,119
+77
| +0.1% | +$4.3K | 0.55% | 35 |
|
|
2020
Q4 | $3.05M | Buy |
74,042
+5,699
| +8% | +$235K | 0.43% | 45 |
|
|
2020
Q3 | $2.35M | Sell |
68,343
-6,348
| -8% | -$218K | 0.38% | 54 |
|
|
2020
Q2 | $3.34M | Buy |
74,691
+1,661
| +2% | +$74.3K | 0.58% | 37 |
|
|
2020
Q1 | $2.77M | Sell |
73,030
-10,311
| -12% | -$392K | 0.6% | 36 |
|
|
2019
Q4 | $5.82M | Buy |
83,341
+19,780
| +31% | +$1.38M | 0.97% | 13 |
|
|
2019
Q3 | $4.49M | Sell |
63,561
-1,695
| -3% | -$120K | 0.84% | 15 |
|
|
2019
Q2 | $5M | Sell |
65,256
-1,934
| -3% | -$148K | 1.02% | 12 |
|
|
2019
Q1 | $5.43M | Buy |
67,190
+905
| +1% | +$73.1K | 0.93% | 13 |
|
|
2018
Q4 | $4.52M | Sell |
66,285
-10,371
| -14% | -$707K | 0.93% | 14 |
|
|
2018
Q3 | $6.52M | Sell |
76,656
-2,116
| -3% | -$180K | 1.1% | 11 |
|
|
2018
Q2 | $6.52M | Buy |
78,772
+6,831
| +9% | +$565K | 1.17% | 10 |
|
|
2018
Q1 | $5.37M | Buy |
71,941
+538
| +0.8% | +$40.1K | 0.98% | 11 |
|
|
2017
Q4 | $5.97M | Buy |
+71,403
| New | +$5.97M | 1.09% | 11 |
|