SFPG
Stonebridge Financial Planning Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Buy |
6,516
+15
| +0.2% | +$1.62K | 0.29% | 94 |
|
|
2025
Q1 | $773K | Buy |
6,501
+14
| +0.2% | +$1.67K | 0.35% | 80 |
|
|
2024
Q4 | $698K | Buy |
6,487
+268
| +4% | +$28.8K | 0.31% | 86 |
|
|
2024
Q3 | $729K | Sell |
6,219
-220
| -3% | -$25.8K | 0.35% | 79 |
|
|
2024
Q2 | $741K | Buy |
6,439
+3,975
| +161% | +$458K | 0.37% | 76 |
|
|
2024
Q1 | $286K | Buy |
2,464
+13
| +0.5% | +$1.51K | 0.15% | 132 |
|
|
2023
Q4 | $245K | Buy |
2,451
+14
| +0.6% | +$1.4K | 0.14% | 131 |
|
|
2023
Q3 | $287K | Buy |
2,437
+12
| +0.5% | +$1.41K | 0.18% | 117 |
|
|
2023
Q2 | $260K | Sell |
2,425
-71
| -3% | -$7.62K | 0.16% | 121 |
|
|
2023
Q1 | $274K | Buy |
2,496
+425
| +21% | +$46.6K | 0.18% | 107 |
|
|
2022
Q4 | $228K | Buy |
+2,071
| New | +$228K | 0.15% | 115 |
|
|
2022
Q1 | – | Sell |
-1,584
| Closed | -$119K | – | 373 |
|
|
2021
Q4 | $119K | Buy |
1,584
+19
| +1% | +$1.43K | 0.06% | 146 |
|
|
2021
Q3 | $100K | Buy |
1,565
+21
| +1% | +$1.34K | 0.05% | 166 |
|
|
2021
Q2 | $94K | Buy |
1,544
+19
| +1% | +$1.16K | 0.05% | 168 |
|
|
2021
Q1 | $85K | Buy |
1,525
+1,025
| +205% | +$57.1K | 0.05% | 176 |
|
|
2020
Q4 | $21K | Sell |
500
-510
| -50% | -$21.4K | 0.01% | 277 |
|
|
2020
Q3 | $34K | Sell |
1,010
-1,390
| -58% | -$46.8K | 0.02% | 222 |
|
|
2020
Q2 | $106K | Hold |
2,400
| – | – | 0.09% | 125 |
|
|
2020
Q1 | $105K | Sell |
2,400
-530
| -18% | -$23.2K | 0.1% | 116 |
|
|
2019
Q4 | $204K | Buy |
+2,930
| New | +$204K | 0.18% | 86 |
|