SFG
Socha Financial Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,299
| Closed | -$267K | – | 31 |
|
|
2024
Q1 | $267K | Buy |
2,299
+3
| +0.1% | +$349 | 0.12% | 27 |
|
|
2023
Q4 | $230K | Buy |
2,296
+58
| +3% | +$5.8K | 0.11% | 28 |
|
|
2023
Q3 | $263K | Buy |
2,238
+2
| +0.1% | +$235 | 0.14% | 23 |
|
|
2023
Q2 | $240K | Buy |
+2,236
| New | +$240K | 0.13% | 27 |
|
|
2023
Q1 | – | Sell |
-2,837
| Closed | -$313K | – | 27 |
|
|
2022
Q4 | $313K | Buy |
+2,837
| New | +$313K | 0.22% | 19 |
|