SFG
Sovereign Financial Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
22,953
+330
| +1% | +$35.6K | 0.51% | 32 |
|
|
2025
Q1 | $2.69M | Buy |
22,623
+385
| +2% | +$45.8K | 0.62% | 30 |
|
|
2024
Q4 | $2.39M | Buy |
22,238
+1,287
| +6% | +$138K | 0.55% | 32 |
|
|
2024
Q3 | $2.46M | Buy |
20,951
+1
| +0% | +$117 | 0.57% | 31 |
|
|
2024
Q2 | $2.41M | Buy |
20,950
+3,015
| +17% | +$347K | 0.6% | 30 |
|
|
2024
Q1 | $2.08M | Buy |
17,935
+2,394
| +15% | +$278K | 0.55% | 31 |
|
|
2023
Q4 | $1.55M | Sell |
15,541
-1,358
| -8% | -$136K | 0.47% | 36 |
|
|
2023
Q3 | $1.99M | Sell |
16,899
-3,071
| -15% | -$361K | 0.71% | 29 |
|
|
2023
Q2 | $2.14M | Buy |
19,970
+3,341
| +20% | +$358K | 0.7% | 29 |
|
|
2023
Q1 | $1.82M | Sell |
16,629
-199
| -1% | -$21.8K | 0.68% | 34 |
|
|
2022
Q4 | $1.86M | Buy |
16,828
+3,166
| +23% | +$349K | 0.73% | 34 |
|
|
2022
Q3 | $1.19M | Sell |
13,662
-41
| -0.3% | -$3.58K | 0.48% | 51 |
|
|
2022
Q2 | $1.17M | Buy |
13,703
+34
| +0.2% | +$2.91K | 0.46% | 54 |
|
|
2022
Q1 | $1.13M | Buy |
13,669
+3,232
| +31% | +$267K | 0.42% | 64 |
|
|
2021
Q4 | $639K | Buy |
10,437
+415
| +4% | +$25.4K | 0.26% | 97 |
|
|
2021
Q3 | $589K | Sell |
10,022
-169
| -2% | -$9.93K | 0.34% | 77 |
|
|
2021
Q2 | $569K | Hold |
10,191
| – | – | 0.34% | 68 |
|
|
2021
Q1 | $569K | Buy |
10,191
+2,268
| +29% | +$127K | 0.36% | 66 |
|
|
2020
Q4 | $327K | Buy |
+7,923
| New | +$327K | 0.24% | 87 |
|