SFSG
Sound Financial Strategies Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $712K | Buy |
6,609
+99
| +2% | +$10.7K | 0.6% | 65 |
|
|
2025
Q1 | $774K | Buy |
6,510
+1,100
| +20% | +$131K | 0.69% | 35 |
|
|
2024
Q4 | $582K | Sell |
5,410
-712
| -12% | -$76.6K | 0.49% | 69 |
|
|
2024
Q3 | $718K | Buy |
6,122
+161
| +3% | +$18.9K | 0.58% | 56 |
|
|
2024
Q2 | $686K | Buy |
5,961
+879
| +17% | +$101K | 0.6% | 45 |
|
|
2024
Q1 | $591K | Sell |
5,082
-121
| -2% | -$14.1K | 0.49% | 43 |
|
|
2023
Q4 | $520K | Sell |
5,203
-2,978
| -36% | -$298K | 0.44% | 51 |
|
|
2023
Q3 | $962K | Sell |
8,181
-572
| -7% | -$67.3K | 0.8% | 18 |
|
|
2023
Q2 | $939K | Sell |
8,753
-1,044
| -11% | -$112K | 0.69% | 36 |
|
|
2023
Q1 | $1.07M | Sell |
9,797
-2,614
| -21% | -$287K | 0.72% | 17 |
|
|
2022
Q4 | $1.37M | Sell |
12,411
-2
| -0% | -$221 | 0.99% | 8 |
|
|
2022
Q3 | $1.08M | Sell |
12,413
-277
| -2% | -$24.2K | 1.63% | 10 |
|
|
2022
Q2 | $1.09M | Sell |
12,690
-7,402
| -37% | -$634K | 0.85% | 24 |
|
|
2022
Q1 | $1.66M | Buy |
20,092
+10,415
| +108% | +$860K | 0.92% | 9 |
|
|
2021
Q4 | $592K | Sell |
9,677
-193
| -2% | -$11.8K | 0.3% | 66 |
|
|
2021
Q3 | $581K | Buy |
9,870
+24
| +0.2% | +$1.41K | 0.29% | 62 |
|
|
2021
Q2 | $621K | Sell |
9,846
-922
| -9% | -$58.2K | 0.31% | 48 |
|
|
2021
Q1 | $601K | Buy |
+10,768
| New | +$601K | 0.31% | 47 |
|
|
2020
Q4 | – | Sell |
-11,022
| Closed | -$378K | – | 107 |
|
|
2020
Q3 | $378K | Sell |
11,022
-209
| -2% | -$7.17K | 0.24% | 54 |
|
|
2020
Q2 | $502K | Sell |
11,231
-4
| -0% | -$179 | 0.33% | 33 |
|
|
2020
Q1 | $427K | Sell |
11,235
-1,883
| -14% | -$71.6K | 0.29% | 30 |
|
|
2019
Q4 | $915K | Buy |
+13,118
| New | +$915K | 0.58% | 57 |
|