Shum 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
Q1
$905K Sell
7,612
-85
-1% -$10.1K 0.78% 44
2024
Q4
$828K Sell
7,697
-218
-3% -$23.5K 0.72% 43
2024
Q3
$942K Buy
+7,915
New +$942K 0.79% 43