Symphony Financial Services’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	$893K	Sell	8,283 -218	-3%	-$23.5K	0.53%	29
2025 Q1	$1.01M	Buy	8,501 +4	+0%	+$476	0.66%	25
2024 Q4	$914K	Sell	8,497 -139	-2%	-$15K	0.73%	24
2024 Q3	$1.01M	Sell	8,636 -211	-2%	-$24.7K	0.86%	24
2024 Q2	$992K	Buy	+8,847	New	+$992K	0.85%	23