SYM Financial Corp’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 | $1.07M | Sell |
9,955
-473
| -5% | -$51K | 0.12% | 55 |
|
|
2025
Q1 | $1.24M | Buy |
10,428
+555
| +6% | +$66K | 0.15% | 42 |
|
|
2024
Q4 | $1.06M | Sell |
9,873
-4,347
| -31% | -$468K | 0.14% | 45 |
|
|
2024
Q3 | $1.67M | Buy |
14,220
+630
| +5% | +$73.8K | 0.22% | 34 |
|
|
2024
Q2 | $1.56M | Buy |
13,590
+10,073
| +286% | +$1.16M | 0.25% | 27 |
|
|
2024
Q1 | $409K | Sell |
3,517
-332
| -9% | -$38.6K | 0.07% | 51 |
|
|
2023
Q4 | $385K | Buy |
3,849
+556
| +17% | +$55.6K | 0.06% | 60 |
|
|
2023
Q3 | $387K | Buy |
3,293
+350
| +12% | +$41.2K | 0.07% | 53 |
|
|
2023
Q2 | $316K | Sell |
2,943
-688
| -19% | -$73.8K | 0.06% | 44 |
|
|
2023
Q1 | $398K | Buy |
3,631
+312
| +9% | +$34.2K | 0.09% | 37 |
|
|
2022
Q4 | $366K | Buy |
3,319
+4
| +0.1% | +$441 | 0.09% | 44 |
|
|
2022
Q3 | $289K | Sell |
3,315
-146
| -4% | -$12.7K | 0.14% | 44 |
|
|
2022
Q2 | $296K | Buy |
3,461
+35
| +1% | +$2.99K | 0.14% | 40 |
|
|
2022
Q1 | $283K | Sell |
3,426
-1,145
| -25% | -$94.6K | 0.12% | 42 |
|
|
2021
Q4 | $280K | Buy |
+4,571
| New | +$280K | 0.11% | 38 |
|
|
2020
Q1 | – | Sell |
-3,500
| Closed | -$244K | – | 105 |
|
|
2019
Q4 | $244K | Buy |
3,500
+36
| +1% | +$2.51K | 0.16% | 33 |
|
|
2019
Q3 | $245K | Sell |
3,464
-2,355
| -40% | -$167K | 0.16% | 25 |
|
|
2019
Q2 | $446K | Buy |
5,819
+41
| +0.7% | +$3.14K | 0.29% | 16 |
|
|
2019
Q1 | $467K | Sell |
5,778
-1,163
| -17% | -$94K | 0.3% | 14 |
|
|
2018
Q4 | $473K | Sell |
6,941
-1,179
| -15% | -$80.3K | 0.19% | 18 |
|
|
2018
Q3 | $690K | Buy |
8,120
+2,355
| +41% | +$200K | 0.39% | 14 |
|
|
2018
Q2 | $477K | Sell |
5,765
-1,296
| -18% | -$107K | 0.28% | 8 |
|
|
2018
Q1 | $527K | Sell |
7,061
-2,463
| -26% | -$184K | 0.32% | 8 |
|
|
2017
Q4 | $797K | Buy |
+9,524
| New | +$797K | 0.36% | 11 |
|