Sterling Financial Planning’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 | $1.41M | Sell |
13,041
-314
| -2% | -$33.9K | 0.47% | 47 |
|
|
2025
Q1 | $1.59M | Buy |
13,355
+4,642
| +53% | +$552K | 0.58% | 43 |
|
|
2024
Q4 | $937K | Buy |
8,713
+491
| +6% | +$52.8K | 0.34% | 51 |
|
|
2024
Q3 | $964K | Sell |
8,222
-453
| -5% | -$53.1K | 0.36% | 52 |
|
|
2024
Q2 | $999K | Sell |
8,675
-2,048
| -19% | -$236K | 0.41% | 50 |
|
|
2024
Q1 | $1.25M | Sell |
10,723
-408
| -4% | -$47.4K | 0.51% | 49 |
|
|
2023
Q4 | $1.11M | Buy |
11,131
+1,961
| +21% | +$196K | 0.48% | 51 |
|
|
2023
Q3 | $1.08M | Sell |
9,170
-623
| -6% | -$73.3K | 0.55% | 45 |
|
|
2023
Q2 | $1.05M | Sell |
9,793
-396
| -4% | -$42.5K | 0.52% | 43 |
|
|
2023
Q1 | $1.12M | Sell |
10,189
-1,171
| -10% | -$128K | 0.61% | 41 |
|
|
2022
Q4 | $1.25M | Sell |
11,360
-578
| -5% | -$63.8K | 0.75% | 38 |
|
|
2022
Q3 | $1.04M | Sell |
11,938
-100
| -0.8% | -$8.73K | 0.73% | 36 |
|
|
2022
Q2 | $1.03M | Sell |
12,038
-969
| -7% | -$83K | 0.72% | 33 |
|
|
2022
Q1 | $1.07M | Buy |
13,007
+3,239
| +33% | +$267K | 0.68% | 32 |
|
|
2021
Q4 | $598K | Buy |
9,768
+402
| +4% | +$24.6K | 0.37% | 49 |
|
|
2021
Q3 | $551K | Sell |
9,366
-166
| -2% | -$9.77K | 0.35% | 46 |
|
|
2021
Q2 | $601K | Sell |
9,532
-1,395
| -13% | -$88K | 0.39% | 42 |
|
|
2021
Q1 | $610K | Sell |
10,927
-2,069
| -16% | -$116K | 0.44% | 41 |
|
|
2020
Q4 | $536K | Buy |
+12,996
| New | +$536K | 0.43% | 40 |
|