SFA
Source Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $497K | Sell |
4,236
-59
| -1% | -$6.92K | 0.15% | 70 |
|
|
2024
Q2 | $494K | Buy |
4,295
+384
| +10% | +$44.2K | 0.15% | 68 |
|
|
2024
Q1 | $455K | Buy |
3,911
+926
| +31% | +$108K | 0.14% | 73 |
|
|
2023
Q4 | $298K | Buy |
2,985
+9
| +0.3% | +$900 | 0.09% | 104 |
|
|
2023
Q3 | $350K | Sell |
2,976
-74
| -2% | -$8.7K | 0.12% | 94 |
|
|
2023
Q2 | $327K | Sell |
3,050
-281
| -8% | -$30.1K | 0.11% | 104 |
|
|
2023
Q1 | $365K | Buy |
3,331
+71
| +2% | +$7.79K | 0.12% | 91 |
|
|
2022
Q4 | $360K | Buy |
3,260
+300
| +10% | +$33.1K | 0.14% | 92 |
|
|
2022
Q3 | $259K | Buy |
2,960
+250
| +9% | +$21.9K | 0.1% | 97 |
|
|
2022
Q2 | $232K | Buy |
2,710
+105
| +4% | +$8.99K | 0.09% | 102 |
|
|
2022
Q1 | $215K | Buy |
+2,605
| New | +$215K | 0.06% | 110 |
|