Seamount Financial 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 | $2.31M | Buy |
21,467
+13,017
| +154% | +$1.4M | 1.19% | 26 |
|
2025
Q1 | $1.01M | Buy |
8,450
+541
| +7% | +$64.3K | 0.68% | 39 |
|
2024
Q4 | $851K | Buy |
7,909
+91
| +1% | +$9.79K | 0.59% | 43 |
|
2024
Q3 | $916K | Buy |
7,818
+73
| +0.9% | +$8.56K | 0.69% | 39 |
|
2024
Q2 | $892K | Buy |
7,745
+419
| +6% | +$48.2K | 0.73% | 35 |
|
2024
Q1 | $852K | Sell |
7,326
-172
| -2% | -$20K | 0.75% | 34 |
|
2023
Q4 | $750K | Buy |
+7,498
| New | +$750K | 0.72% | 38 |
|