Stifel Trust’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $15.5M | Sell |
164,672
-3,054
| -2% | -$287K | 2.97% | 1 |
|
|
2014
Q2 | $16.9M | Sell |
167,726
-4,643
| -3% | -$467K | 3.16% | 1 |
|
|
2014
Q1 | $16.8M | Sell |
172,369
-4,679
| -3% | -$457K | 3.18% | 1 |
|
|
2013
Q4 | $17.9M | Sell |
177,048
-12,505
| -7% | -$1.27M | 3.37% | 1 |
|
|
2013
Q3 | $16.3M | Sell |
189,553
-5,922
| -3% | -$510K | 3.25% | 1 |
|
|
2013
Q2 | $17.7M | Buy |
+195,475
| New | +$17.7M | 3.66% | 1 |
|