SRC
Shufro Rose & Co’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.9M | Sell |
58,023
-900
| -2% | -$107K | 0.55% | 38 |
|
|
2025
Q1 | $7.01M | Buy |
58,923
+1,022
| +2% | +$122K | 0.55% | 40 |
|
|
2024
Q4 | $6.23M | Sell |
57,901
-3,258
| -5% | -$350K | 0.48% | 43 |
|
|
2024
Q3 | $7.04M | Hold |
61,159
| – | – | 0.57% | 38 |
|
|
2024
Q2 | $7.04M | Sell |
61,159
-1,115
| -2% | -$128K | 0.57% | 38 |
|
|
2024
Q1 | $7.24M | Buy |
62,274
+1,155
| +2% | +$134K | 0.6% | 40 |
|
|
2023
Q4 | $7.19M | Sell |
61,119
-700
| -1% | -$82.3K | 0.68% | 38 |
|
|
2023
Q3 | $7.27M | Sell |
61,819
-887
| -1% | -$104K | 0.69% | 38 |
|
|
2023
Q2 | $6.73M | Sell |
62,706
-50
| -0.1% | -$5.36K | 0.61% | 40 |
|
|
2023
Q1 | $6.88M | Sell |
62,756
-6,140
| -9% | -$673K | 0.64% | 38 |
|
|
2022
Q4 | $7.6M | Sell |
68,896
-347
| -0.5% | -$38.3K | 0.64% | 40 |
|
|
2022
Q3 | $6.05M | Sell |
69,243
-2,448
| -3% | -$214K | 0.6% | 40 |
|
|
2022
Q2 | $6.14M | Buy |
71,691
+90
| +0.1% | +$7.71K | 0.53% | 43 |
|
|
2022
Q1 | $5.91M | Buy |
71,601
+2,287
| +3% | +$189K | 0.46% | 51 |
|
|
2021
Q4 | $4.24M | Sell |
69,314
-5,124
| -7% | -$314K | 0.31% | 60 |
|
|
2021
Q3 | $4.38M | Sell |
74,438
-7,802
| -9% | -$459K | 0.34% | 55 |
|
|
2021
Q2 | $5.19M | Sell |
82,240
-2,947
| -3% | -$186K | 0.39% | 52 |
|
|
2021
Q1 | $4.76M | Sell |
85,187
-12,927
| -13% | -$722K | 0.38% | 52 |
|
|
2020
Q4 | $4.04M | Sell |
98,114
-35,551
| -27% | -$1.47M | 0.34% | 55 |
|
|
2020
Q3 | $4.59M | Sell |
133,665
-64,469
| -33% | -$2.21M | 0.44% | 49 |
|
|
2020
Q2 | $8.86M | Sell |
198,134
-3,716
| -2% | -$166K | 0.87% | 34 |
|
|
2020
Q1 | $7.66M | Sell |
201,850
-9,846
| -5% | -$374K | 0.91% | 30 |
|
|
2019
Q4 | $14.8M | Sell |
211,696
-13,422
| -6% | -$937K | 1.33% | 26 |
|
|
2019
Q3 | $15.9M | Sell |
225,118
-6,180
| -3% | -$436K | 1.57% | 22 |
|
|
2019
Q2 | $17.7M | Buy |
231,298
+7,811
| +3% | +$599K | 1.73% | 17 |
|
|
2019
Q1 | $18.1M | Sell |
223,487
-974
| -0.4% | -$78.7K | 1.81% | 13 |
|
|
2018
Q4 | $15.3M | Sell |
224,461
-22,952
| -9% | -$1.57M | 1.69% | 18 |
|
|
2018
Q3 | $21M | Sell |
247,413
-7,646
| -3% | -$650K | 1.95% | 9 |
|
|
2018
Q2 | $21.1M | Sell |
255,059
-5,117
| -2% | -$423K | 2.02% | 11 |
|
|
2018
Q1 | $19.4M | Sell |
260,176
-14,181
| -5% | -$1.06M | 1.92% | 12 |
|
|
2017
Q4 | $22.9M | Sell |
274,357
-6,926
| -2% | -$579K | 2.26% | 9 |
|
|
2017
Q3 | $23.1M | Sell |
281,283
-7,722
| -3% | -$633K | 2.32% | 9 |
|
|
2017
Q2 | $23.3M | Sell |
289,005
-15,056
| -5% | -$1.22M | 2.49% | 8 |
|
|
2017
Q1 | $24.9M | Sell |
304,061
-239
| -0.1% | -$19.6K | 2.69% | 7 |
|
|
2016
Q4 | $27.5M | Sell |
304,300
-6,876
| -2% | -$621K | 3.07% | 5 |
|
|
2016
Q3 | $27.2M | Sell |
311,176
-4,028
| -1% | -$352K | 3.04% | 6 |
|
|
2016
Q2 | $29.5M | Sell |
315,204
-17,213
| -5% | -$1.61M | 3.27% | 4 |
|
|
2016
Q1 | $27.8M | Buy |
332,417
+16,334
| +5% | +$1.37M | 3.1% | 4 |
|
|
2015
Q4 | $24.6M | Sell |
316,083
-3,480
| -1% | -$271K | 2.83% | 5 |
|
|
2015
Q3 | $23.8M | Sell |
319,563
-4,970
| -2% | -$370K | 2.85% | 4 |
|
|
2015
Q2 | $27M | Sell |
324,533
-1,780
| -0.5% | -$148K | 2.87% | 4 |
|
|
2015
Q1 | $27.7M | Sell |
326,313
-3,603
| -1% | -$306K | 2.85% | 4 |
|
|
2014
Q4 | $30.5M | Buy |
329,916
+2,370
| +0.7% | +$219K | 3.1% | 4 |
|
|
2014
Q3 | $30.8M | Sell |
327,546
-2,217
| -0.7% | -$209K | 3.2% | 4 |
|
|
2014
Q2 | $33.2M | Sell |
329,763
-10,515
| -3% | -$1.06M | 3.41% | 3 |
|
|
2014
Q1 | $33.2M | Sell |
340,278
-4,698
| -1% | -$459K | 3.48% | 3 |
|
|
2013
Q4 | $34.9M | Buy |
344,976
+9,438
| +3% | +$955K | 3.69% | 3 |
|
|
2013
Q3 | $28.9M | Sell |
335,538
-11,655
| -3% | -$1M | 3.28% | 4 |
|
|
2013
Q2 | $31.4M | Buy |
+347,193
| New | +$31.4M | 3.73% | 3 |
|