Secured Retirement Advisors’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 | – | Sell |
-8,418
| Closed | -$1M | – | 128 |
|
|
2025
Q1 | $1M | Sell |
8,418
-1,509
| -15% | -$179K | 0.65% | 64 |
|
|
2024
Q4 | $1.07M | Buy |
9,927
+6,696
| +207% | +$720K | 0.61% | 72 |
|
|
2024
Q3 | $379K | Buy |
3,231
+238
| +8% | +$27.9K | 0.27% | 83 |
|
|
2024
Q2 | $345K | Sell |
2,993
-191
| -6% | -$22K | 0.27% | 85 |
|
|
2024
Q1 | $370K | Buy |
3,184
+60
| +2% | +$6.98K | 0.31% | 81 |
|
|
2023
Q4 | $312K | Buy |
+3,124
| New | +$312K | 0.3% | 84 |
|