SGK
Steigerwald Gordon & Koch’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Sell |
8,008
-71
| -0.9% | -$7.65K | 0.09% | 67 |
|
|
2025
Q1 | $961K | Buy |
8,079
+492
| +6% | +$58.5K | 0.11% | 64 |
|
|
2024
Q4 | $816K | Sell |
7,587
-79
| -1% | -$8.5K | 0.09% | 69 |
|
|
2024
Q3 | $899K | Buy |
7,666
+533
| +7% | +$62.5K | 0.1% | 65 |
|
|
2024
Q2 | $821K | Buy |
7,133
+272
| +4% | +$31.3K | 0.1% | 64 |
|
|
2024
Q1 | $798K | Buy |
6,861
+397
| +6% | +$46.1K | 0.1% | 65 |
|
|
2023
Q4 | $646K | Buy |
6,464
+36
| +0.6% | +$3.6K | 0.09% | 72 |
|
|
2023
Q3 | $756K | Sell |
6,428
-33
| -0.5% | -$3.88K | 0.12% | 64 |
|
|
2023
Q2 | $693K | Buy |
6,461
+231
| +4% | +$24.8K | 0.1% | 65 |
|
|
2023
Q1 | $683K | Buy |
6,230
+31
| +0.5% | +$3.4K | 0.1% | 63 |
|
|
2022
Q4 | $684K | Buy |
6,199
+101
| +2% | +$11.1K | 0.11% | 61 |
|
|
2022
Q3 | $532K | Buy |
6,098
+441
| +8% | +$38.5K | 0.1% | 70 |
|
|
2022
Q2 | $484K | Buy |
5,657
+110
| +2% | +$9.41K | 0.08% | 77 |
|
|
2022
Q1 | $458K | Buy |
5,547
+8
| +0.1% | +$661 | 0.07% | 80 |
|
|
2021
Q4 | $339K | Sell |
5,539
-321
| -5% | -$19.6K | 0.05% | 88 |
|
|
2021
Q3 | $345K | Sell |
5,860
-423
| -7% | -$24.9K | 0.06% | 86 |
|
|
2021
Q2 | $396K | Sell |
6,283
-3,753
| -37% | -$237K | 0.07% | 84 |
|
|
2021
Q1 | $560K | Sell |
10,036
-4,781
| -32% | -$267K | 0.1% | 70 |
|
|
2020
Q4 | $611K | Sell |
14,817
-21,122
| -59% | -$871K | 0.12% | 66 |
|
|
2020
Q3 | $1.23M | Sell |
35,939
-37,448
| -51% | -$1.29M | 0.29% | 51 |
|
|
2020
Q2 | $3.28M | Sell |
73,387
-2,323
| -3% | -$104K | 0.87% | 37 |
|
|
2020
Q1 | $2.88M | Sell |
75,710
-27,099
| -26% | -$1.03M | 0.98% | 33 |
|
|
2019
Q4 | $7.17M | Sell |
102,809
-7,550
| -7% | -$527K | 1.69% | 30 |
|
|
2019
Q3 | $7.79M | Buy |
110,359
+759
| +0.7% | +$53.6K | 1.99% | 29 |
|
|
2019
Q2 | $8.4M | Sell |
109,600
-720
| -0.7% | -$55.2K | 2.17% | 25 |
|
|
2019
Q1 | $8.91M | Buy |
110,320
+201
| +0.2% | +$16.2K | 2.35% | 20 |
|
|
2018
Q4 | $7.51M | Buy |
110,119
+1,415
| +1% | +$96.5K | 2.24% | 26 |
|
|
2018
Q3 | $9.24M | Sell |
108,704
-1,625
| -1% | -$138K | 2.32% | 21 |
|
|
2018
Q2 | $9.12M | Buy |
110,329
+3,187
| +3% | +$264K | 2.42% | 18 |
|
|
2018
Q1 | $7.99M | Sell |
107,142
-2,101
| -2% | -$157K | 2.24% | 24 |
|
|
2017
Q4 | $9.07M | Sell |
109,243
-11,266
| -9% | -$936K | 2.5% | 20 |
|
|
2017
Q3 | $9.81M | Buy |
120,509
+3,600
| +3% | +$293K | 2.71% | 18 |
|
|
2017
Q2 | $9.38M | Buy |
116,909
+4,409
| +4% | +$354K | 2.64% | 17 |
|
|
2017
Q1 | $9.15M | Buy |
112,500
+3,901
| +4% | +$317K | 2.71% | 17 |
|
|
2016
Q4 | $9.69M | Buy |
108,599
+3,563
| +3% | +$318K | 3.09% | 4 |
|
|
2016
Q3 | $9.06M | Buy |
105,036
+3,234
| +3% | +$279K | 3.15% | 1 |
|
|
2016
Q2 | $9.43M | Buy |
101,802
+4,243
| +4% | +$393K | 3.38% | 2 |
|
|
2016
Q1 | $8.03M | Buy |
97,559
+1,301
| +1% | +$107K | 3.07% | 7 |
|
|
2015
Q4 | $7.39M | Buy |
96,258
+1,430
| +2% | +$110K | 3.01% | 8 |
|
|
2015
Q3 | $6.94M | Buy |
94,828
+11,315
| +14% | +$828K | 3.07% | 9 |
|
|
2015
Q2 | $6.83M | Buy |
83,513
+4,665
| +6% | +$382K | 3.11% | 9 |
|
|
2015
Q1 | $6.58M | Buy |
78,848
+3,699
| +5% | +$309K | 3.06% | 9 |
|
|
2014
Q4 | $6.83M | Buy |
75,149
+2,699
| +4% | +$245K | 3.42% | 7 |
|
|
2014
Q3 | $6.71M | Buy |
72,450
+1,654
| +2% | +$153K | 3.52% | 5 |
|
|
2014
Q2 | $7.05M | Buy |
70,796
+514
| +0.7% | +$51.1K | 3.76% | 2 |
|
|
2014
Q1 | $6.81M | Buy |
70,282
+4,154
| +6% | +$402K | 3.9% | 1 |
|
|
2013
Q4 | $6.65M | Buy |
66,128
+362
| +0.6% | +$36.4K | 3.97% | 1 |
|
|
2013
Q3 | $5.63M | Buy |
65,766
+3,141
| +5% | +$269K | 3.67% | 1 |
|
|
2013
Q2 | $5.63M | Buy |
+62,625
| New | +$5.63M | 3.98% | 2 |
|