Security National Bank’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 | $956K | Hold |
8,866
| – | – | 0.17% | 71 |
|
|
2025
Q1 | $1.05M | Sell |
8,866
-43
| -0.5% | -$5.11K | 0.2% | 66 |
|
|
2024
Q4 | $958K | Sell |
8,909
-110
| -1% | -$11.8K | 0.14% | 67 |
|
|
2024
Q3 | $1.06M | Hold |
9,019
| – | – | 0.14% | 64 |
|
|
2024
Q2 | $1.04M | Hold |
9,019
| – | – | 0.15% | 61 |
|
|
2024
Q1 | $1.05M | Buy |
9,019
+318
| +4% | +$37K | 0.16% | 58 |
|
|
2023
Q4 | $870K | Hold |
8,701
| – | – | 0.2% | 64 |
|
|
2023
Q3 | $1.04M | Hold |
8,701
| – | – | 0.29% | 56 |
|
|
2023
Q2 | $933K | Sell |
8,701
-484
| -5% | -$51.9K | 0.24% | 60 |
|
|
2023
Q1 | $1.01M | Sell |
9,185
-2,182
| -19% | -$239K | 0.27% | 56 |
|
|
2022
Q4 | $1.25M | Hold |
11,367
| – | – | 0.34% | 55 |
|
|
2022
Q3 | $992K | Sell |
11,367
-46
| -0.4% | -$4.01K | 0.28% | 57 |
|
|
2022
Q2 | $977K | Sell |
11,413
-663
| -5% | -$56.8K | 0.27% | 56 |
|
|
2022
Q1 | $997K | Buy |
12,076
+4,274
| +55% | +$353K | 0.23% | 55 |
|
|
2021
Q4 | $478K | Sell |
7,802
-543
| -7% | -$33.3K | 0.11% | 70 |
|
|
2021
Q3 | $491K | Buy |
8,345
+1,696
| +26% | +$99.8K | 0.12% | 68 |
|
|
2021
Q2 | $419K | Hold |
6,649
| – | – | 0.11% | 68 |
|
|
2021
Q1 | $371K | Buy |
+6,649
| New | +$371K | 0.11% | 71 |
|