Sterling Financial Group’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 | $404K | Buy |
3,744
+104
| +3% | +$11.2K | 0.14% | 55 |
|
|
2025
Q1 | $433K | Buy |
3,640
+201
| +6% | +$23.9K | 0.16% | 47 |
|
|
2024
Q4 | $370K | Buy |
3,439
+110
| +3% | +$11.8K | 0.14% | 54 |
|
|
2024
Q3 | $390K | Hold |
3,329
| – | – | 0.17% | 45 |
|
|
2024
Q2 | $383K | Buy |
3,329
+50
| +2% | +$5.76K | 0.17% | 45 |
|
|
2024
Q1 | $381K | Buy |
3,279
+110
| +3% | +$12.8K | 0.18% | 46 |
|
|
2023
Q4 | $317K | Hold |
3,169
| – | – | 0.19% | 45 |
|
|
2023
Q3 | $373K | Sell |
3,169
-18
| -0.6% | -$2.12K | 0.23% | 39 |
|
|
2023
Q2 | $342K | Buy |
3,187
+167
| +6% | +$17.9K | 0.23% | 40 |
|
|
2023
Q1 | $333K | Hold |
3,020
| – | – | 0.26% | 35 |
|
|
2022
Q4 | $333K | Buy |
+3,020
| New | +$333K | 0.26% | 35 |
|