Seven Springs Wealth 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 | $765K | Sell |
7,099
-43
| -0.6% | -$4.64K | 0.19% | 39 |
|
|
2025
Q1 | $849K | Sell |
7,142
-130
| -2% | -$15.5K | 0.3% | 34 |
|
|
2024
Q4 | $782K | Buy |
7,272
+2,747
| +61% | +$295K | 0.29% | 39 |
|
|
2024
Q3 | $530K | Sell |
4,525
-514
| -10% | -$60.3K | 0.19% | 43 |
|
|
2024
Q2 | $580K | Hold |
5,039
| – | – | 0.23% | 39 |
|
|
2024
Q1 | $586K | Hold |
5,039
| – | – | 0.22% | 40 |
|
|
2023
Q4 | $504K | Hold |
5,039
| – | – | 0.23% | 37 |
|
|
2023
Q3 | $592K | Hold |
5,039
| – | – | 0.28% | 37 |
|
|
2023
Q2 | $540K | Hold |
5,039
| – | – | 0.26% | 37 |
|
|
2023
Q1 | $553K | Hold |
5,039
| – | – | 0.27% | 37 |
|
|
2022
Q4 | $556K | Sell |
5,039
-851
| -14% | -$93.9K | 0.27% | 35 |
|
|
2022
Q3 | $514K | Buy |
5,890
+592
| +11% | +$51.7K | 0.28% | 37 |
|
|
2022
Q2 | $454K | Hold |
5,298
| – | – | 0.23% | 45 |
|
|
2022
Q1 | $438K | Sell |
5,298
-1,142
| -18% | -$94.4K | 0.21% | 46 |
|
|
2021
Q4 | $394K | Buy |
+6,440
| New | +$394K | 0.18% | 46 |
|
|
2021
Q2 | – | Sell |
-3,019
| Closed | -$169K | – | 146 |
|
|
2021
Q1 | $169K | Hold |
3,019
| – | – | 0.08% | 59 |
|
|
2020
Q4 | $124K | Sell |
3,019
-475
| -14% | -$19.5K | 0.06% | 62 |
|
|
2020
Q3 | $120K | Hold |
3,494
| – | – | 0.08% | 60 |
|
|
2020
Q2 | $156K | Hold |
3,494
| – | – | 0.1% | 50 |
|
|
2020
Q1 | $133K | Sell |
3,494
-250
| -7% | -$9.52K | 0.09% | 55 |
|
|
2019
Q4 | $261K | Buy |
+3,744
| New | +$261K | 0.18% | 43 |
|