SIS
Sound Income Strategies’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
21,011
+930
| +5% | +$100K | 0.13% | 124 |
|
|
2025
Q1 | $2.39M | Buy |
20,081
+1,817
| +10% | +$216K | 0.14% | 117 |
|
|
2024
Q4 | $1.96M | Buy |
18,264
+893
| +5% | +$96.1K | 0.12% | 118 |
|
|
2024
Q3 | $2.04M | Buy |
17,371
+12
| +0.1% | +$1.41K | 0.13% | 115 |
|
|
2024
Q2 | $2M | Buy |
17,359
+3,768
| +28% | +$434K | 0.12% | 114 |
|
|
2024
Q1 | $1.58M | Buy |
13,591
+3,106
| +30% | +$361K | 0.12% | 113 |
|
|
2023
Q4 | $1.05M | Buy |
10,485
+1,914
| +22% | +$191K | 0.09% | 117 |
|
|
2023
Q3 | $1.01M | Buy |
8,571
+625
| +8% | +$73.5K | 0.09% | 102 |
|
|
2023
Q2 | $852K | Buy |
7,946
+246
| +3% | +$26.4K | 0.09% | 100 |
|
|
2023
Q1 | $844K | Sell |
7,700
-518
| -6% | -$56.8K | 0.09% | 97 |
|
|
2022
Q4 | $906K | Buy |
8,218
+743
| +10% | +$82K | 0.12% | 88 |
|
|
2022
Q3 | $653K | Sell |
7,475
-1
| -0% | -$87 | 0.1% | 92 |
|
|
2022
Q2 | $640K | Buy |
7,476
+581
| +8% | +$49.7K | 0.09% | 96 |
|
|
2022
Q1 | $569K | Buy |
6,895
+208
| +3% | +$17.2K | 0.07% | 103 |
|
|
2021
Q4 | $409K | Buy |
6,687
+138
| +2% | +$8.44K | 0.05% | 118 |
|
|
2021
Q3 | $385K | Buy |
6,549
+464
| +8% | +$27.3K | 0.05% | 117 |
|
|
2021
Q2 | $384K | Sell |
6,085
-1,551
| -20% | -$97.9K | 0.06% | 121 |
|
|
2021
Q1 | $426K | Sell |
7,636
-177
| -2% | -$9.88K | 0.07% | 99 |
|
|
2020
Q4 | $322K | Buy |
7,813
+7
| +0.1% | +$288 | 0.07% | 105 |
|
|
2020
Q3 | $268K | Sell |
7,806
-743
| -9% | -$25.5K | 0.07% | 85 |
|
|
2020
Q2 | $382K | Buy |
8,549
+559
| +7% | +$25K | 0.11% | 58 |
|
|
2020
Q1 | $303K | Buy |
7,990
+1,988
| +33% | +$75.4K | 0.1% | 55 |
|
|
2019
Q4 | $419K | Buy |
6,002
+70
| +1% | +$4.89K | 0.11% | 45 |
|
|
2019
Q3 | $419K | Buy |
5,932
+68
| +1% | +$4.8K | 0.13% | 44 |
|
|
2019
Q2 | $449K | Buy |
5,864
+914
| +18% | +$70K | 0.16% | 41 |
|
|
2019
Q1 | $400K | Buy |
4,950
+31
| +0.6% | +$2.51K | 0.18% | 44 |
|
|
2018
Q4 | $335K | Buy |
4,919
+132
| +3% | +$8.99K | 0.18% | 42 |
|
|
2018
Q3 | $407K | Buy |
4,787
+117
| +3% | +$9.95K | 0.2% | 45 |
|
|
2018
Q2 | $386K | Buy |
4,670
+95
| +2% | +$7.85K | 0.22% | 43 |
|
|
2018
Q1 | $341K | Buy |
4,575
+2,406
| +111% | +$179K | 0.22% | 41 |
|
|
2017
Q4 | $165K | Buy |
+2,169
| New | +$165K | 0.11% | 51 |
|