SevenBridge Financial 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 | $6.35M | Buy |
59,852
+550
| +0.9% | +$58.4K | 1.12% | 18 |
|
|
2025
Q1 | $6.47M | Sell |
59,302
-339
| -0.6% | -$37K | 1.27% | 14 |
|
|
2024
Q4 | $6.66M | Buy |
59,641
+1,382
| +2% | +$154K | 1.26% | 18 |
|
|
2024
Q3 | $7.02M | Buy |
58,259
+1,673
| +3% | +$202K | 1.35% | 15 |
|
|
2024
Q2 | $6.46M | Buy |
56,586
+2,105
| +4% | +$240K | 1.43% | 15 |
|
|
2024
Q1 | $6.32M | Buy |
54,481
+3,735
| +7% | +$433K | 1.43% | 15 |
|
|
2023
Q4 | $5.07M | Buy |
50,746
+3,646
| +8% | +$365K | 1.2% | 21 |
|
|
2023
Q3 | $5.54M | Buy |
47,100
+4,578
| +11% | +$538K | 1.43% | 20 |
|
|
2023
Q2 | $4.56M | Buy |
42,522
+929
| +2% | +$99.6K | 1.18% | 21 |
|
|
2023
Q1 | $4.56M | Buy |
41,593
+1,021
| +3% | +$112K | 1.26% | 19 |
|
|
2022
Q4 | $4.48M | Buy |
40,572
+1,623
| +4% | +$179K | 1.31% | 21 |
|
|
2022
Q3 | $3.4M | Buy |
38,949
+2,140
| +6% | +$187K | 1.15% | 23 |
|
|
2022
Q2 | $3.15M | Buy |
36,809
+707
| +2% | +$60.5K | 1.27% | 26 |
|
|
2022
Q1 | $2.98M | Sell |
36,102
-3,083
| -8% | -$255K | 1.05% | 28 |
|
|
2021
Q4 | $2.4M | Buy |
39,185
+1,756
| +5% | +$107K | 0.73% | 37 |
|
|
2021
Q3 | $2.2M | Buy |
37,429
+1,490
| +4% | +$87.7K | 0.73% | 39 |
|
|
2021
Q2 | $2.27M | Buy |
35,939
+5,787
| +19% | +$365K | 0.74% | 39 |
|
|
2021
Q1 | $1.68M | Buy |
30,152
+1,616
| +6% | +$90.2K | 0.61% | 49 |
|
|
2020
Q4 | $1.18M | Buy |
28,536
+9,281
| +48% | +$382K | 0.46% | 61 |
|
|
2020
Q3 | $661K | Sell |
19,255
-1,311
| -6% | -$45K | 0.3% | 82 |
|
|
2020
Q2 | $920K | Sell |
20,566
-513
| -2% | -$22.9K | 0.46% | 60 |
|
|
2020
Q1 | $800K | Sell |
21,079
-268
| -1% | -$10.2K | 0.46% | 59 |
|
|
2019
Q4 | $1.49M | Sell |
21,347
-387
| -2% | -$27K | 0.39% | 45 |
|
|
2019
Q3 | $1.54M | Buy |
21,734
+28
| +0.1% | +$1.98K | 0.81% | 42 |
|
|
2019
Q2 | $1.66M | Buy |
21,706
+510
| +2% | +$39.1K | 0.6% | 40 |
|
|
2019
Q1 | $1.71M | Sell |
21,196
-19
| -0.1% | -$1.54K | 0.64% | 35 |
|
|
2018
Q4 | $1.45M | Sell |
21,215
-5,150
| -20% | -$351K | 0.89% | 38 |
|
|
2018
Q3 | $2.24M | Buy |
26,365
+125
| +0.5% | +$10.6K | 1.19% | 26 |
|
|
2018
Q2 | $2.17M | Buy |
26,240
+2,298
| +10% | +$190K | 1.21% | 24 |
|
|
2018
Q1 | $1.79M | Sell |
23,942
-523
| -2% | -$39K | 1.02% | 33 |
|
|
2017
Q4 | $2.05M | Sell |
24,465
-763
| -3% | -$63.8K | 1.13% | 25 |
|
|
2017
Q3 | $2.07M | Buy |
25,228
+178
| +0.7% | +$14.6K | 1.18% | 20 |
|
|
2017
Q2 | $2.02M | Buy |
25,050
+940
| +4% | +$75.9K | 1.23% | 19 |
|
|
2017
Q1 | $2M | Buy |
24,110
+4,474
| +23% | +$370K | 1.31% | 17 |
|
|
2016
Q4 | $1.7M | Hold |
19,636
| – | – | 1.23% | 20 |
|
|
2016
Q3 | $1.7M | Sell |
19,636
-8,051
| -29% | -$697K | 1.24% | 20 |
|
|
2016
Q2 | $2.6M | Buy |
+27,687
| New | +$2.6M | 1.82% | 4 |
|