Steward 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $209K | Sell |
1,785
-174
| -9% | -$20.4K | 0.07% | 69 |
|
|
2023
Q2 | $210K | Sell |
1,959
-24
| -1% | -$2.57K | 0.07% | 63 |
|
|
2023
Q1 | $217K | Buy |
1,983
+520
| +36% | +$56.9K | 0.07% | 43 |
|
|
2022
Q4 | $161K | Buy |
+1,463
| New | +$161K | 0.08% | 40 |
|
|
2022
Q3 | – | Sell |
-1,573
| Closed | -$134K | – | 1358 |
|
|
2022
Q2 | $134K | Buy |
1,573
+345
| +28% | +$29.4K | 0.11% | 50 |
|
|
2022
Q1 | $101K | Sell |
1,228
-12
| -1% | -$987 | 0.09% | 48 |
|
|
2021
Q4 | $75K | Buy |
+1,240
| New | +$75K | 0.07% | 55 |
|