SPC
Sigma Planning Corp’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.35M | Sell |
86,698
-253
| -0.3% | -$27.3K | 0.28% | 64 |
|
|
2025
Q1 | $10.3M | Buy |
86,951
+407
| +0.5% | +$48.4K | 0.33% | 50 |
|
|
2024
Q4 | $9.31M | Sell |
86,544
-4,641
| -5% | -$499K | 0.29% | 58 |
|
|
2024
Q3 | $10.7M | Sell |
91,185
-1,604
| -2% | -$188K | 0.33% | 53 |
|
|
2024
Q2 | $10.7M | Sell |
92,789
-28,704
| -24% | -$3.3M | 0.34% | 51 |
|
|
2024
Q1 | $14.1M | Buy |
121,493
+74,292
| +157% | +$8.64M | 0.44% | 35 |
|
|
2023
Q4 | $4.72M | Sell |
47,201
-89,961
| -66% | -$8.99M | 0.37% | 47 |
|
|
2023
Q3 | $16.1M | Buy |
137,162
+29,266
| +27% | +$3.44M | 0.6% | 24 |
|
|
2023
Q2 | $11.6M | Sell |
107,896
-12,971
| -11% | -$1.39M | 0.42% | 41 |
|
|
2023
Q1 | $13.3M | Sell |
120,867
-2,794
| -2% | -$306K | 0.44% | 38 |
|
|
2022
Q4 | $13.6M | Buy |
123,661
+6,728
| +6% | +$742K | 0.49% | 37 |
|
|
2022
Q3 | $10.2M | Sell |
116,933
-44,885
| -28% | -$3.92M | 0.39% | 44 |
|
|
2022
Q2 | $13.9M | Buy |
161,818
+46,551
| +40% | +$3.99M | 0.48% | 32 |
|
|
2022
Q1 | $9.52M | Sell |
115,267
-3,281
| -3% | -$271K | 0.29% | 65 |
|
|
2021
Q4 | $7.25M | Buy |
118,548
+6,103
| +5% | +$373K | 0.2% | 95 |
|
|
2021
Q3 | $6.61M | Sell |
112,445
-2,192
| -2% | -$129K | 0.2% | 102 |
|
|
2021
Q2 | $7.23M | Buy |
114,637
+12,456
| +12% | +$786K | 0.22% | 96 |
|
|
2021
Q1 | $5.71M | Sell |
102,181
-3,186
| -3% | -$178K | 0.18% | 129 |
|
|
2020
Q4 | $4.34M | Sell |
105,367
-18,330
| -15% | -$756K | 0.15% | 150 |
|
|
2020
Q3 | $4.25M | Sell |
123,697
-3,422
| -3% | -$117K | 0.17% | 129 |
|
|
2020
Q2 | $5.69M | Buy |
127,119
+23,868
| +23% | +$1.07M | 0.25% | 80 |
|
|
2020
Q1 | $3.92M | Buy |
103,251
+3,092
| +3% | +$117K | 0.23% | 89 |
|
|
2019
Q4 | $6.99M | Buy |
100,159
+8,472
| +9% | +$591K | 0.29% | 60 |
|
|
2019
Q3 | $6.47M | Buy |
91,687
+10,220
| +13% | +$722K | 0.31% | 59 |
|
|
2019
Q2 | $6.24M | Sell |
81,467
-75
| -0.1% | -$5.75K | 0.32% | 61 |
|
|
2019
Q1 | $6.59M | Buy |
81,542
+4,242
| +5% | +$343K | 0.37% | 56 |
|
|
2018
Q4 | $5.27M | Sell |
77,300
-863
| -1% | -$58.8K | 0.38% | 58 |
|
|
2018
Q3 | $6.65M | Buy |
78,163
+689
| +0.9% | +$58.6K | 0.39% | 49 |
|
|
2018
Q2 | $6.41M | Buy |
77,474
+476
| +0.6% | +$39.4K | 0.43% | 46 |
|
|
2018
Q1 | $5.75M | Buy |
76,998
+3,687
| +5% | +$275K | 0.42% | 48 |
|
|
2017
Q4 | $6.13M | Sell |
73,311
-2,598
| -3% | -$217K | 0.47% | 39 |
|
|
2017
Q3 | $6.22M | Buy |
75,909
+10,496
| +16% | +$860K | 0.51% | 32 |
|
|
2017
Q2 | $5.28M | Sell |
65,413
-7,883
| -11% | -$636K | 0.5% | 38 |
|
|
2017
Q1 | $6.01M | Buy |
73,296
+1,981
| +3% | +$162K | 0.58% | 36 |
|
|
2016
Q4 | $6.44M | Buy |
71,315
+3,419
| +5% | +$309K | 0.7% | 29 |
|
|
2016
Q3 | $5.93M | Sell |
67,896
-5,539
| -8% | -$483K | 0.7% | 25 |
|
|
2016
Q2 | $6.88M | Buy |
73,435
+5,546
| +8% | +$520K | 0.9% | 15 |
|
|
2016
Q1 | $5.68M | Sell |
67,889
-2,310
| -3% | -$193K | 0.78% | 22 |
|
|
2015
Q4 | $5.47M | Buy |
70,199
+320
| +0.5% | +$24.9K | 0.77% | 21 |
|
|
2015
Q3 | $5.2M | Buy |
69,879
+7,440
| +12% | +$553K | 0.82% | 15 |
|
|
2015
Q2 | $5.2M | Buy |
62,439
+2,753
| +5% | +$229K | 0.72% | 17 |
|
|
2015
Q1 | $5.07M | Sell |
59,686
-1,623
| -3% | -$138K | 0.67% | 19 |
|
|
2014
Q4 | $5.67M | Buy |
+61,309
| New | +$5.67M | 0.75% | 16 |
|