Security Financial Services’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 | $612K | Buy |
5,675
+462
| +9% | +$49.8K | 0.11% | 100 |
|
|
2025
Q1 | $620K | Buy |
5,213
+337
| +7% | +$40.1K | 0.12% | 92 |
|
|
2024
Q4 | $525K | Buy |
4,876
+344
| +8% | +$37K | 0.11% | 97 |
|
|
2024
Q3 | $531K | Sell |
4,532
-19
| -0.4% | -$2.23K | 0.11% | 92 |
|
|
2024
Q2 | $524K | Buy |
4,551
+173
| +4% | +$19.9K | 0.11% | 95 |
|
|
2024
Q1 | $509K | Buy |
4,378
+288
| +7% | +$33.5K | 0.11% | 101 |
|
|
2023
Q4 | $409K | Sell |
4,090
-599
| -13% | -$59.9K | 0.1% | 111 |
|
|
2023
Q3 | $551K | Buy |
4,689
+599
| +15% | +$70.4K | 0.16% | 94 |
|
|
2023
Q2 | $439K | Hold |
4,090
| – | – | 0.12% | 103 |
|
|
2023
Q1 | $449K | Sell |
4,090
-333
| -8% | -$36.5K | 0.14% | 100 |
|
|
2022
Q4 | $488K | Buy |
4,423
+65
| +1% | +$7.17K | 0.15% | 95 |
|
|
2022
Q3 | $380K | Hold |
4,358
| – | – | 0.13% | 107 |
|
|
2022
Q2 | $373K | Hold |
4,358
| – | – | 0.12% | 101 |
|
|
2022
Q1 | $360K | Hold |
4,358
| – | – | 0.11% | 102 |
|
|
2021
Q4 | $267K | Buy |
+4,358
| New | +$267K | 0.09% | 119 |
|