SFI
SPC Financial Inc’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $881K | Sell |
8,173
-82
| -1% | -$8.84K | 0.07% | 126 |
|
|
2025
Q1 | $982K | Buy |
8,255
+197
| +2% | +$23.4K | 0.09% | 109 |
|
|
2024
Q4 | $867K | Buy |
8,058
+1,476
| +22% | +$159K | 0.08% | 123 |
|
|
2024
Q3 | $772K | Sell |
6,582
-28
| -0.4% | -$3.28K | 0.07% | 130 |
|
|
2024
Q2 | $761K | Buy |
6,610
+1,621
| +32% | +$187K | 0.07% | 116 |
|
|
2024
Q1 | $580K | Buy |
4,989
+5
| +0.1% | +$581 | 0.05% | 140 |
|
|
2023
Q4 | $498K | Buy |
4,984
+142
| +3% | +$14.2K | 0.05% | 147 |
|
|
2023
Q3 | $569K | Buy |
4,842
+201
| +4% | +$23.6K | 0.06% | 130 |
|
|
2023
Q2 | $498K | Buy |
4,641
+1,124
| +32% | +$121K | 0.05% | 139 |
|
|
2023
Q1 | $386K | Buy |
3,517
+75
| +2% | +$8.23K | 0.04% | 149 |
|
|
2022
Q4 | $380K | Buy |
3,442
+666
| +24% | +$73.5K | 0.04% | 147 |
|
|
2022
Q3 | $242K | Hold |
2,776
| – | – | 0.03% | 169 |
|
|
2022
Q2 | $238K | Buy |
2,776
+20
| +0.7% | +$1.72K | 0.03% | 180 |
|
|
2022
Q1 | $228K | Buy |
+2,756
| New | +$228K | 0.03% | 174 |
|
|
2021
Q2 | – | Sell |
-4,072
| Closed | -$227K | – | 171 |
|
|
2021
Q1 | $227K | Buy |
+4,072
| New | +$227K | 0.03% | 153 |
|
|
2020
Q3 | – | Sell |
-4,701
| Closed | -$210K | – | 151 |
|
|
2020
Q2 | $210K | Buy |
+4,701
| New | +$210K | 0.04% | 129 |
|
|
2020
Q1 | – | Sell |
-5,046
| Closed | -$352K | – | 156 |
|
|
2019
Q4 | $352K | Sell |
5,046
-1,014
| -17% | -$70.7K | 0.06% | 107 |
|
|
2019
Q3 | $428K | Sell |
6,060
-1,928
| -24% | -$136K | 0.09% | 91 |
|
|
2019
Q2 | $612K | Sell |
7,988
-269
| -3% | -$20.6K | 0.12% | 85 |
|
|
2019
Q1 | $667K | Buy |
8,257
+141
| +2% | +$11.4K | 0.14% | 83 |
|
|
2018
Q4 | $553K | Sell |
8,116
-750
| -8% | -$51.1K | 0.15% | 76 |
|
|
2018
Q3 | $754K | Buy |
8,866
+100
| +1% | +$8.5K | 0.15% | 75 |
|
|
2018
Q2 | $725K | Buy |
8,766
+1,370
| +19% | +$113K | 0.16% | 73 |
|
|
2018
Q1 | $552K | Buy |
7,396
+50
| +0.7% | +$3.73K | 0.13% | 81 |
|
|
2017
Q4 | $614K | Sell |
7,346
-100
| -1% | -$8.36K | 0.14% | 76 |
|
|
2017
Q3 | $610K | Buy |
7,446
+1,079
| +17% | +$88.4K | 0.15% | 73 |
|
|
2017
Q2 | $514K | Sell |
6,367
-25
| -0.4% | -$2.02K | 0.14% | 73 |
|
|
2017
Q1 | $524K | Buy |
6,392
+10
| +0.2% | +$820 | 0.15% | 71 |
|
|
2016
Q4 | $576K | Sell |
6,382
-160
| -2% | -$14.4K | 0.18% | 63 |
|
|
2016
Q3 | $571K | Sell |
6,542
-5,779
| -47% | -$504K | 0.18% | 69 |
|
|
2016
Q2 | $1.16M | Sell |
12,321
-25
| -0.2% | -$2.34K | 0.42% | 48 |
|
|
2016
Q1 | $1.03M | Sell |
12,346
-159
| -1% | -$13.3K | 0.39% | 51 |
|
|
2015
Q4 | $975K | Buy |
12,505
+1,098
| +10% | +$85.6K | 0.38% | 56 |
|
|
2015
Q3 | $848K | Buy |
11,407
+1,959
| +21% | +$146K | 0.36% | 58 |
|
|
2015
Q2 | $786K | Sell |
9,448
-880
| -9% | -$73.2K | 0.22% | 67 |
|
|
2015
Q1 | $878K | Sell |
10,328
-642
| -6% | -$54.6K | 0.24% | 68 |
|
|
2014
Q4 | $1.01M | Sell |
10,970
-10,997
| -50% | -$1.02M | 0.3% | 62 |
|
|
2014
Q3 | $2.07M | Sell |
21,967
-285
| -1% | -$26.8K | 0.6% | 46 |
|
|
2014
Q2 | $2.24M | Sell |
22,252
-710
| -3% | -$71.5K | 0.63% | 47 |
|
|
2014
Q1 | $2.24M | Buy |
22,962
+14,340
| +166% | +$1.4M | 0.68% | 48 |
|
|
2013
Q4 | $873K | Buy |
8,622
+242
| +3% | +$24.5K | 0.27% | 61 |
|
|
2013
Q3 | $721K | Sell |
8,380
-361
| -4% | -$31.1K | 0.26% | 61 |
|
|
2013
Q2 | $790K | Buy |
+8,741
| New | +$790K | 0.31% | 59 |
|