Summit 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $5.6M | Sell |
48,160
-745
| -2% | -$86.6K | 1.99% | 12 |
|
|
2023
Q4 | $4.89M | Sell |
48,905
-456
| -0.9% | -$45.6K | 1.87% | 12 |
|
|
2023
Q3 | $5.8M | Buy |
49,361
+4,002
| +9% | +$471K | 2.44% | 7 |
|
|
2023
Q2 | $4.86M | Buy |
45,359
+43,100
| +1,908% | +$4.62M | 1.89% | 13 |
|
|
2023
Q1 | $248K | Sell |
2,259
-46,081
| -95% | -$5.05M | 0.09% | 170 |
|
|
2022
Q4 | $5.33M | Buy |
48,340
+375
| +0.8% | +$41.4K | 2.11% | 8 |
|
|
2022
Q3 | $4.19M | Sell |
47,965
-447
| -0.9% | -$39K | 1.74% | 13 |
|
|
2022
Q2 | $4.15M | Sell |
48,412
-1,334
| -3% | -$114K | 1.6% | 16 |
|
|
2022
Q1 | $4.11M | Buy |
49,746
+240
| +0.5% | +$19.8K | 1.39% | 19 |
|
|
2021
Q4 | $3.03M | Buy |
49,506
+1,650
| +3% | +$101K | 0.99% | 30 |
|
|
2021
Q3 | $2.82M | Sell |
47,856
-37
| -0.1% | -$2.18K | 1.02% | 29 |
|
|
2021
Q2 | $3.02M | Buy |
47,893
+29
| +0.1% | +$1.83K | 1.13% | 25 |
|
|
2021
Q1 | $2.67M | Buy |
47,864
+1,763
| +4% | +$98.4K | 1.11% | 27 |
|
|
2020
Q4 | $1.9M | Sell |
46,101
-350
| -0.8% | -$14.4K | 0.83% | 35 |
|
|
2020
Q3 | $1.6M | Sell |
46,451
-875
| -2% | -$30K | 0.79% | 34 |
|
|
2020
Q2 | $2.12M | Sell |
47,326
-151
| -0.3% | -$6.75K | 1.1% | 27 |
|
|
2020
Q1 | $1.8M | Buy |
47,477
+181
| +0.4% | +$6.87K | 1.08% | 27 |
|
|
2019
Q4 | $3.3M | Sell |
47,296
-50
| -0.1% | -$3.49K | 1.58% | 16 |
|
|
2019
Q3 | $3.34M | Sell |
47,346
-5,344
| -10% | -$377K | 1.7% | 12 |
|
|
2019
Q2 | $4.04M | Sell |
52,690
-3,570
| -6% | -$274K | 1.82% | 12 |
|
|
2019
Q1 | $4.55M | Buy |
56,260
+113
| +0.2% | +$9.13K | 3.55% | 4 |
|
|
2018
Q4 | $3.83M | Sell |
56,147
-10
| -0% | -$682 | 3.25% | 4 |
|
|
2018
Q3 | $4.77M | Sell |
56,157
-1,228
| -2% | -$104K | 3.56% | 3 |
|
|
2018
Q2 | $4.75M | Sell |
57,385
-20
| -0% | -$1.65K | 3.69% | 2 |
|
|
2018
Q1 | $4.28M | Buy |
57,405
+545
| +1% | +$40.7K | 3.35% | 4 |
|
|
2017
Q4 | $4.76M | Sell |
56,860
-994
| -2% | -$83.1K | 3.89% | 3 |
|
|
2017
Q3 | $4.74M | Buy |
57,854
+176
| +0.3% | +$14.4K | 3.95% | 2 |
|
|
2017
Q2 | $4.66M | Buy |
+57,678
| New | +$4.66M | 4.03% | 3 |
|