Spirit of America Management Corp’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.63M | Sell |
61,547
-21,800
| -26% | -$2.35M | 1.38% | 18 |
|
|
2025
Q1 | $9.91M | Sell |
83,347
-8,700
| -9% | -$1.03M | 2.01% | 9 |
|
|
2024
Q4 | $9.9M | Sell |
92,047
-16,700
| -15% | -$1.8M | 2.01% | 10 |
|
|
2024
Q3 | $12.7M | Sell |
108,747
-11,850
| -10% | -$1.39M | 2.54% | 3 |
|
|
2024
Q2 | $13.9M | Buy |
120,597
+79,477
| +193% | +$9.15M | 2.82% | 3 |
|
|
2024
Q1 | $4.78M | Sell |
41,120
-29,600
| -42% | -$3.44M | 0.96% | 27 |
|
|
2023
Q4 | $7.07M | Buy |
70,720
+9,800
| +16% | +$980K | 1.55% | 19 |
|
|
2023
Q3 | $7.16M | Hold |
60,920
| – | – | 1.62% | 17 |
|
|
2023
Q2 | $6.53M | Hold |
60,920
| – | – | 1.47% | 21 |
|
|
2023
Q1 | $6.68M | Buy |
60,920
+3,200
| +6% | +$351K | 1.49% | 20 |
|
|
2022
Q4 | $6.37M | Hold |
57,720
| – | – | 1.43% | 19 |
|
|
2022
Q3 | $5.04M | Buy |
57,720
+750
| +1% | +$65.5K | 1.19% | 23 |
|
|
2022
Q2 | $4.88M | Hold |
56,970
| – | – | 1.11% | 26 |
|
|
2022
Q1 | $4.71M | Buy |
56,970
+2,500
| +5% | +$206K | 0.92% | 29 |
|
|
2021
Q4 | $3.33M | Sell |
54,470
-2,000
| -4% | -$122K | 0.67% | 42 |
|
|
2021
Q3 | $3.32M | Hold |
56,470
| – | – | 0.72% | 37 |
|
|
2021
Q2 | $3.56M | Hold |
56,470
| – | – | 0.76% | 36 |
|
|
2021
Q1 | $3.15M | Buy |
56,470
+1,500
| +3% | +$83.8K | 0.75% | 40 |
|
|
2020
Q4 | $2.27M | Sell |
54,970
-6,500
| -11% | -$268K | 0.57% | 54 |
|
|
2020
Q3 | $2.11M | Sell |
61,470
-3,595
| -6% | -$123K | 0.57% | 54 |
|
|
2020
Q2 | $2.91M | Buy |
65,065
+1,500
| +2% | +$67.1K | 0.75% | 35 |
|
|
2020
Q1 | $2.41M | Sell |
63,565
-8,650
| -12% | -$329K | 0.78% | 36 |
|
|
2019
Q4 | $5.04M | Sell |
72,215
-3,660
| -5% | -$255K | 0.88% | 32 |
|
|
2019
Q3 | $5.36M | Sell |
75,875
-4,670
| -6% | -$330K | 0.87% | 33 |
|
|
2019
Q2 | $6.17M | Buy |
80,545
+6,585
| +9% | +$505K | 0.93% | 31 |
|
|
2019
Q1 | $5.98M | Sell |
73,960
-735
| -1% | -$59.4K | 0.87% | 33 |
|
|
2018
Q4 | $5.09M | Sell |
74,695
-5,070
| -6% | -$346K | 0.8% | 36 |
|
|
2018
Q3 | $6.78M | Sell |
79,765
-1,500
| -2% | -$128K | 0.84% | 34 |
|
|
2018
Q2 | $6.72M | Sell |
81,265
-20,500
| -20% | -$1.7M | 0.83% | 34 |
|
|
2018
Q1 | $7.59M | Buy |
101,765
+14,800
| +17% | +$1.1M | 1% | 30 |
|
|
2017
Q4 | $7.27M | Buy |
86,965
+2,700
| +3% | +$226K | 0.81% | 40 |
|
|
2017
Q3 | $6.91M | Hold |
84,265
| – | – | 0.73% | 42 |
|
|
2017
Q2 | $6.8M | Buy |
84,265
+30,700
| +57% | +$2.48M | 0.73% | 39 |
|
|
2017
Q1 | $4.39M | Buy |
53,565
+2,090
| +4% | +$171K | 0.47% | 52 |
|
|
2016
Q4 | $4.65M | Sell |
51,475
-14,650
| -22% | -$1.32M | 0.54% | 54 |
|
|
2016
Q3 | $5.77M | Sell |
66,125
-57,000
| -46% | -$4.97M | 0.75% | 40 |
|
|
2016
Q2 | $11.5M | Buy |
123,125
+64,900
| +111% | +$6.08M | 1.69% | 15 |
|
|
2016
Q1 | $4.87M | Buy |
58,225
+42,925
| +281% | +$3.59M | 0.86% | 36 |
|
|
2015
Q4 | $1.19M | Buy |
15,300
+2,500
| +20% | +$195K | 0.23% | 95 |
|
|
2015
Q3 | $952K | Hold |
12,800
| – | – | 0.2% | 100 |
|
|
2015
Q2 | $1.07M | Hold |
12,800
| – | – | 0.21% | 104 |
|
|
2015
Q1 | $1.09M | Hold |
12,800
| – | – | 0.23% | 101 |
|
|
2014
Q4 | $1.18M | Hold |
12,800
| – | – | 0.3% | 88 |
|
|
2014
Q3 | $1.2M | Hold |
12,800
| – | – | 0.37% | 75 |
|
|
2014
Q2 | $1.29M | Hold |
12,800
| – | – | 0.51% | 61 |
|
|
2014
Q1 | $1.25M | Buy |
+12,800
| New | +$1.25M | 0.51% | 59 |
|
|
2013
Q4 | – | Sell |
-12,800
| Closed | -$1.1M | – | 194 |
|
|
2013
Q3 | $1.1M | Sell |
12,800
-3,250
| -20% | -$280K | 0.4% | 74 |
|
|
2013
Q2 | $1.45M | Buy |
+16,050
| New | +$1.45M | 0.52% | 57 |
|