SFS
Sowell Financial Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
119,335
-4,950
| -4% | -$534K | 0.52% | 30 |
|
|
2025
Q1 | $14.8M | Sell |
124,285
-114
| -0.1% | -$13.6K | 0.67% | 22 |
|
|
2024
Q4 | $13.4M | Buy |
124,399
+1,112
| +0.9% | +$120K | 0.7% | 25 |
|
|
2024
Q3 | $14.5M | Sell |
123,287
-4,666
| -4% | -$547K | 0.67% | 24 |
|
|
2024
Q2 | $14.7M | Buy |
127,953
+751
| +0.6% | +$86.5K | 0.7% | 27 |
|
|
2024
Q1 | $14.8M | Sell |
127,202
-6,523
| -5% | -$758K | 0.7% | 25 |
|
|
2023
Q4 | $13.4M | Sell |
133,725
-8,809
| -6% | -$881K | 0.72% | 21 |
|
|
2023
Q3 | $16.8M | Buy |
142,534
+11,977
| +9% | +$1.41M | 1.05% | 14 |
|
|
2023
Q2 | $14M | Buy |
130,557
+8,778
| +7% | +$941K | 0.78% | 16 |
|
|
2023
Q1 | $13.4M | Sell |
121,779
-20,839
| -15% | -$2.29M | 1.03% | 11 |
|
|
2022
Q4 | $15.7M | Buy |
142,618
+23,672
| +20% | +$2.61M | 1.02% | 12 |
|
|
2022
Q3 | $10.4M | Buy |
118,946
+2,726
| +2% | +$238K | 1.05% | 13 |
|
|
2022
Q2 | $9.95M | Buy |
116,220
+87,310
| +302% | +$7.48M | 0.92% | 23 |
|
|
2022
Q1 | $2.43M | Sell |
28,910
-71,329
| -71% | -$6.01M | 0.43% | 44 |
|
|
2021
Q4 | $6.13M | Sell |
100,239
-30,433
| -23% | -$1.86M | 0.35% | 63 |
|
|
2021
Q3 | $7.69M | Buy |
130,672
+7,291
| +6% | +$429K | 0.52% | 42 |
|
|
2021
Q2 | $7.78M | Sell |
123,381
-94,422
| -43% | -$5.96M | 0.52% | 41 |
|
|
2021
Q1 | $13.4M | Buy |
217,803
+23,704
| +12% | +$1.46M | 0.47% | 47 |
|
|
2020
Q4 | $8M | Buy |
194,099
+14,715
| +8% | +$607K | 0.34% | 65 |
|
|
2020
Q3 | $6.16M | Buy |
179,384
+9,624
| +6% | +$330K | 0.31% | 73 |
|
|
2020
Q2 | $7.59M | Buy |
169,760
+18,399
| +12% | +$823K | 0.42% | 61 |
|
|
2020
Q1 | $5.75M | Buy |
151,361
+21,736
| +17% | +$825K | 0.43% | 52 |
|
|
2019
Q4 | $9.05M | Buy |
129,625
+2,704
| +2% | +$189K | 0.69% | 25 |
|
|
2019
Q3 | $8.96M | Buy |
+126,921
| New | +$8.96M | 0.74% | 26 |
|
|
2019
Q1 | $8.5M | Buy |
105,137
+5,588
| +6% | +$452K | 0.95% | 20 |
|
|
2018
Q4 | $6.79M | Buy |
99,549
+5,868
| +6% | +$400K | 0.96% | 21 |
|
|
2018
Q3 | $7.97M | Buy |
93,681
+3,454
| +4% | +$294K | 1.16% | 11 |
|
|
2018
Q2 | $7.09M | Buy |
90,227
+8,827
| +11% | +$693K | 1.5% | 11 |
|
|
2018
Q1 | $6.25M | Buy |
81,400
+7,477
| +10% | +$574K | 1.56% | 13 |
|
|
2017
Q4 | $6.46M | Buy |
73,923
+2,773
| +4% | +$242K | 1.58% | 11 |
|
|
2017
Q3 | $5.97M | Buy |
71,150
+6,673
| +10% | +$560K | 1.56% | 13 |
|
|
2017
Q2 | $5.16M | Buy |
64,477
+4,309
| +7% | +$345K | 1.46% | 17 |
|
|
2017
Q1 | $4.95M | Buy |
60,168
+10,330
| +21% | +$850K | 1.46% | 17 |
|
|
2016
Q4 | $4.13M | Buy |
+49,838
| New | +$4.13M | 1.38% | 16 |
|