SNT
Security National Trust’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.04M | Hold |
64,073
| – | – | 0.94% | 37 |
|
|
2021
Q2 | $4.04M | Buy |
64,073
+462
| +0.7% | +$29.1K | 0.9% | 38 |
|
|
2021
Q1 | $3.55M | Sell |
63,611
-3,277
| -5% | -$183K | 0.83% | 40 |
|
|
2020
Q4 | $2.76M | Sell |
66,888
-1,362
| -2% | -$56.1K | 0.69% | 49 |
|
|
2020
Q3 | $2.34M | Sell |
68,250
-34,004
| -33% | -$1.17M | 0.66% | 51 |
|
|
2020
Q2 | $4.57M | Sell |
102,254
-2,485
| -2% | -$111K | 1.37% | 18 |
|
|
2020
Q1 | $3.98M | Sell |
104,739
-3,858
| -4% | -$146K | 1.45% | 16 |
|
|
2019
Q4 | $7.58M | Sell |
108,597
-580
| -0.5% | -$40.5K | 2.21% | 6 |
|
|
2019
Q3 | $7.71M | Sell |
109,177
-2,685
| -2% | -$190K | 2.42% | 6 |
|
|
2019
Q2 | $8.57M | Sell |
111,862
-1,680
| -1% | -$129K | 2.69% | 5 |
|
|
2019
Q1 | $9.17M | Sell |
113,542
-288
| -0.3% | -$23.3K | 2.94% | 5 |
|
|
2018
Q4 | $7.76M | Sell |
113,830
-4,784
| -4% | -$326K | 2.88% | 6 |
|
|
2018
Q3 | $10.1M | Sell |
118,614
-4,897
| -4% | -$416K | 3.16% | 3 |
|
|
2018
Q2 | $10.2M | Sell |
123,511
-1,932
| -2% | -$160K | 3.39% | 2 |
|
|
2018
Q1 | $9.36M | Sell |
125,443
-2,173
| -2% | -$162K | 3.11% | 2 |
|
|
2017
Q4 | $10.7M | Sell |
127,616
-5,035
| -4% | -$421K | 3.44% | 2 |
|
|
2017
Q3 | $10.9M | Sell |
132,651
-5,435
| -4% | -$445K | 3.59% | 1 |
|
|
2017
Q2 | $11.1M | Sell |
138,086
-5,811
| -4% | -$469K | 3.73% | 1 |
|
|
2017
Q1 | $11.8M | Sell |
143,897
-2,943
| -2% | -$241K | 3.97% | 1 |
|
|
2016
Q4 | $13.3M | Buy |
146,840
+619
| +0.4% | +$55.9K | 4.75% | 1 |
|
|
2016
Q3 | $12.8M | Buy |
146,221
+30,760
| +27% | +$2.68M | 4.64% | 1 |
|
|
2016
Q2 | $10.8M | Sell |
115,461
-2,996
| -3% | -$281K | 3.98% | 1 |
|
|
2016
Q1 | $9.9M | Sell |
118,457
-703
| -0.6% | -$58.8K | 3.73% | 2 |
|
|
2015
Q4 | $9.29M | Sell |
119,160
-1,498
| -1% | -$117K | 3.65% | 1 |
|
|
2015
Q3 | $8.97M | Sell |
120,658
-1,041
| -0.9% | -$77.4K | 3.49% | 1 |
|
|
2015
Q2 | $10.1M | Buy |
121,699
+405
| +0.3% | +$33.7K | 3.63% | 1 |
|
|
2015
Q1 | $10.3M | Buy |
121,294
+1,856
| +2% | +$158K | 3.66% | 1 |
|
|
2014
Q4 | $11M | Buy |
119,438
+4,696
| +4% | +$434K | 4.03% | 1 |
|
|
2014
Q3 | $10.8M | Sell |
114,742
-2,683
| -2% | -$252K | 4.39% | 1 |
|
|
2014
Q2 | $11.8M | Buy |
117,425
+2,754
| +2% | +$277K | 4.61% | 1 |
|
|
2014
Q1 | $11.2M | Buy |
114,671
+1,761
| +2% | +$172K | 4.54% | 1 |
|
|
2013
Q4 | $11.4M | Sell |
112,910
-980
| -0.9% | -$99.2K | 4.73% | 1 |
|
|
2013
Q3 | $9.8M | Buy |
113,890
+937
| +0.8% | +$80.6K | 4.41% | 1 |
|
|
2013
Q2 | $10.2M | Buy |
+112,953
| New | +$10.2M | 4.93% | 1 |
|