SBIA
Sheaff Brock Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.27M | Sell |
69,532
-1,845
| -3% | -$219K | 0.76% | 33 |
|
|
2024
Q4 | $7.68M | Sell |
71,377
-196
| -0.3% | -$21.1K | 0.67% | 41 |
|
|
2024
Q3 | $8.39M | Buy |
71,573
+962
| +1% | +$113K | 0.73% | 34 |
|
|
2024
Q2 | $8.13M | Buy |
70,611
+1,015
| +1% | +$117K | 0.75% | 30 |
|
|
2024
Q1 | $8.09M | Sell |
69,596
-8,334
| -11% | -$969K | 0.51% | 35 |
|
|
2023
Q4 | $7.79M | Buy |
77,930
+568
| +0.7% | +$56.8K | 0.6% | 36 |
|
|
2023
Q3 | $9.1M | Sell |
77,362
-70
| -0.1% | -$8.23K | 0.82% | 22 |
|
|
2023
Q2 | $8.3M | Sell |
77,432
-6,735
| -8% | -$722K | 0.7% | 28 |
|
|
2023
Q1 | $9.23M | Sell |
84,167
-95
| -0.1% | -$10.4K | 0.85% | 22 |
|
|
2022
Q4 | $9.29M | Sell |
84,262
-283
| -0.3% | -$31.2K | 0.92% | 18 |
|
|
2022
Q3 | $7.38M | Sell |
84,545
-826
| -1% | -$72.1K | 0.79% | 25 |
|
|
2022
Q2 | $7.31M | Sell |
85,371
-11,646
| -12% | -$997K | 0.61% | 28 |
|
|
2022
Q1 | $8.01M | Sell |
97,017
-16,720
| -15% | -$1.38M | 0.56% | 30 |
|
|
2021
Q4 | $6.96M | Sell |
113,737
-15,680
| -12% | -$960K | 0.47% | 39 |
|
|
2021
Q3 | $7.61M | Buy |
129,417
+1,188
| +0.9% | +$69.9K | 0.56% | 25 |
|
|
2021
Q2 | $8.09M | Sell |
128,229
-47,252
| -27% | -$2.98M | 0.58% | 23 |
|
|
2021
Q1 | $9.8M | Sell |
175,481
-8,475
| -5% | -$473K | 0.77% | 14 |
|
|
2020
Q4 | $7.58M | Sell |
183,956
-4,852
| -3% | -$200K | 0.64% | 26 |
|
|
2020
Q3 | $6.48M | Sell |
188,808
-5,530
| -3% | -$190K | 0.6% | 24 |
|
|
2020
Q2 | $8.69M | Buy |
194,338
+3,639
| +2% | +$163K | 0.86% | 13 |
|
|
2020
Q1 | $7.24M | Sell |
190,699
-93,178
| -33% | -$3.54M | 0.96% | 13 |
|
|
2019
Q4 | $19.8M | Sell |
283,877
-22,068
| -7% | -$1.54M | 1.92% | 2 |
|
|
2019
Q3 | $21.6M | Sell |
305,945
-39,148
| -11% | -$2.76M | 2.34% | 2 |
|
|
2019
Q2 | $26.4M | Buy |
345,093
+40,596
| +13% | +$3.11M | 2.84% | 2 |
|
|
2019
Q1 | $24.6M | Buy |
304,497
+78,011
| +34% | +$6.3M | 2.99% | 2 |
|
|
2018
Q4 | $15.4M | Sell |
226,486
-10,386
| -4% | -$708K | 2.43% | 2 |
|
|
2018
Q3 | $20.1M | Sell |
236,872
-4,379
| -2% | -$372K | 1.9% | 2 |
|
|
2018
Q2 | $20M | Sell |
241,251
-18,056
| -7% | -$1.49M | 1.95% | 2 |
|
|
2018
Q1 | $19.3M | Sell |
259,307
-2,360
| -0.9% | -$176K | 2% | 2 |
|
|
2017
Q4 | $21.9M | Sell |
261,667
-4,427
| -2% | -$370K | 2.84% | 2 |
|
|
2017
Q3 | $21.8M | Sell |
266,094
-21,974
| -8% | -$1.8M | 2.87% | 2 |
|
|
2017
Q2 | $23.3M | Sell |
288,068
-2,010
| -0.7% | -$162K | 3.06% | 2 |
|
|
2017
Q1 | $23.8M | Buy |
290,078
+16,152
| +6% | +$1.32M | 3.09% | 2 |
|
|
2016
Q4 | $24.7M | Sell |
273,926
-22,149
| -7% | -$2M | 3.13% | 2 |
|
|
2016
Q3 | $25.8M | Sell |
296,075
-5,518
| -2% | -$482K | 3.45% | 2 |
|
|
2016
Q2 | $28.3M | Buy |
301,593
+3,737
| +1% | +$350K | 3.59% | 2 |
|
|
2016
Q1 | $24.9M | Sell |
297,856
-20,762
| -7% | -$1.74M | 3.06% | 2 |
|
|
2015
Q4 | $24.8M | Buy |
+318,618
| New | +$24.8M | 2.81% | 2 |
|