SDH
Sloy Dahl & Holst’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $848K | Sell |
7,866
-40
| -0.5% | -$4.31K | 0.12% | 47 |
|
2025
Q1 | $940K | Hold |
7,906
| – | – | 0.16% | 40 |
|
2024
Q4 | $850K | Buy |
7,906
+3,468
| +78% | +$373K | 0.11% | 43 |
|
2024
Q3 | $520K | Buy |
4,438
+44
| +1% | +$5.16K | 0.09% | 52 |
|
2024
Q2 | $506K | Hold |
4,394
| – | – | 0.11% | 46 |
|
2024
Q1 | $511K | Sell |
4,394
-5
| -0.1% | -$581 | 0.12% | 47 |
|
2023
Q4 | $440K | Buy |
4,399
+5
| +0.1% | +$500 | 0.09% | 55 |
|
2023
Q3 | $517K | Hold |
4,394
| – | – | 0.11% | 41 |
|
2023
Q2 | $471K | Hold |
4,394
| – | – | 0.09% | 40 |
|
2023
Q1 | $482K | Buy |
4,394
+50
| +1% | +$5.48K | 0.11% | 35 |
|
2022
Q4 | $479K | Sell |
4,344
-183
| -4% | -$20.2K | 0.17% | 32 |
|
2022
Q3 | $395K | Hold |
4,527
| – | – | 0.08% | 48 |
|
2022
Q2 | $388K | Hold |
4,527
| – | – | 0.09% | 46 |
|
2022
Q1 | $374K | Hold |
4,527
| – | – | 0.06% | 49 |
|
2021
Q4 | $266K | Hold |
4,527
| – | – | 0.06% | 73 |
|
2021
Q3 | $266K | Buy |
4,527
+83
| +2% | +$4.88K | 0.06% | 73 |
|
2021
Q2 | $280K | Sell |
4,444
-393
| -8% | -$24.8K | 0.04% | 52 |
|
2021
Q1 | $270K | Buy |
4,837
+332
| +7% | +$18.5K | 0.04% | 52 |
|
2020
Q4 | $311K | Buy |
+4,505
| New | +$311K | 0.15% | 37 |
|
2020
Q1 | – | Sell |
-4,505
| Closed | -$314K | – | 45 |
|
2019
Q4 | $314K | Buy |
+4,505
| New | +$314K | 0.29% | 33 |
|