SIM
Sonora Investment Management’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $3.2M | Buy |
54,378
+11,830
| +28% | +$696K | 0.4% | 71 |
|
2021
Q2 | $2.68M | Buy |
42,548
+1,548
| +4% | +$97.7K | 0.35% | 77 |
|
2021
Q1 | $2.29M | Sell |
41,000
-1,667
| -4% | -$93.1K | 0.18% | 138 |
|
2020
Q4 | $1.76M | Buy |
42,667
+1,283
| +3% | +$52.9K | 0.15% | 147 |
|
2020
Q3 | $1.42M | Buy |
41,384
+1,237
| +3% | +$42.5K | 0.13% | 142 |
|
2020
Q2 | $1.8M | Sell |
40,147
-4,010
| -9% | -$179K | 0.18% | 115 |
|
2020
Q1 | $1.68M | Sell |
44,157
-55,279
| -56% | -$2.1M | 0.2% | 110 |
|
2019
Q4 | $6.94M | Buy |
99,436
+12,922
| +15% | +$902K | 0.66% | 51 |
|
2019
Q3 | $6.11M | Buy |
86,514
+6,523
| +8% | +$461K | 0.64% | 52 |
|
2019
Q2 | $6.13M | Buy |
79,991
+9,024
| +13% | +$692K | 0.68% | 46 |
|
2019
Q1 | $5.73M | Buy |
70,967
+7,023
| +11% | +$567K | 0.7% | 44 |
|
2018
Q4 | $4.36M | Sell |
63,944
-873
| -1% | -$59.5K | 0.63% | 51 |
|
2018
Q3 | $5.51M | Buy |
64,817
+4,695
| +8% | +$399K | 0.76% | 46 |
|
2018
Q2 | $4.97M | Sell |
60,122
-2,725
| -4% | -$225K | 0.77% | 46 |
|
2018
Q1 | $4.69M | Buy |
62,847
+7,328
| +13% | +$547K | 0.75% | 46 |
|
2017
Q4 | $4.64M | Buy |
55,519
+5,011
| +10% | +$419K | 0.75% | 47 |
|
2017
Q3 | $4.14M | Buy |
50,508
+5,956
| +13% | +$488K | 0.72% | 47 |
|
2017
Q2 | $3.6M | Buy |
44,552
+285
| +0.6% | +$23K | 0.68% | 45 |
|
2017
Q1 | $3.63M | Buy |
44,267
+5,925
| +15% | +$486K | 0.71% | 42 |
|
2016
Q4 | $3.46M | Buy |
38,342
+4,440
| +13% | +$401K | 0.72% | 41 |
|
2016
Q3 | $2.96M | Sell |
33,902
-1,348
| -4% | -$118K | 0.62% | 49 |
|
2016
Q2 | $3.3M | Buy |
35,250
+2,422
| +7% | +$227K | 0.76% | 40 |
|
2016
Q1 | $2.87M | Buy |
32,828
+7,560
| +30% | +$660K | 0.69% | 45 |
|
2015
Q4 | $1.97M | Buy |
25,268
+7,007
| +38% | +$546K | 0.51% | 58 |
|
2015
Q3 | $1.32M | Buy |
+18,261
| New | +$1.32M | 0.4% | 63 |
|