TFA
Transamerica Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
14,495
-580
| -4% | -$62.5K | 0.15% | 117 |
|
|
2025
Q1 | $1.79M | Buy |
15,075
+765
| +5% | +$91K | 0.18% | 114 |
|
|
2024
Q4 | $1.54M | Sell |
14,310
-33,642
| -70% | -$3.62M | 0.15% | 119 |
|
|
2024
Q3 | $5.62M | Sell |
47,952
-1,635
| -3% | -$192K | 0.55% | 40 |
|
|
2024
Q2 | $5.71M | Buy |
49,587
+38,094
| +331% | +$4.39M | 0.61% | 37 |
|
|
2024
Q1 | $1.34M | Sell |
11,493
-3,166
| -22% | -$368K | 0.14% | 124 |
|
|
2023
Q4 | $1.47M | Sell |
14,659
-895
| -6% | -$89.5K | 0.2% | 84 |
|
|
2023
Q3 | $1.83M | Sell |
15,554
-224
| -1% | -$26.3K | 0.25% | 66 |
|
|
2023
Q2 | $1.69M | Buy |
15,778
+5,988
| +61% | +$643K | 0.22% | 78 |
|
|
2023
Q1 | $1.07M | Sell |
9,790
-9,493
| -49% | -$1.04M | 0.14% | 120 |
|
|
2022
Q4 | $2.13M | Sell |
19,283
-2,044
| -10% | -$225K | 0.3% | 58 |
|
|
2022
Q3 | $1.86M | Buy |
21,327
+1,992
| +10% | +$174K | 0.27% | 63 |
|
|
2022
Q2 | $1.66M | Buy |
+19,335
| New | +$1.66M | 0.23% | 64 |
|
|
2021
Q2 | – | Sell |
-10
| Closed | -$1K | – | 249 |
|
|
2021
Q1 | $1K | Buy |
+10
| New | +$1K | 0.02% | 197 |
|
|
2020
Q3 | – | Sell |
-4,020
| Closed | -$180K | – | 511 |
|
|
2020
Q2 | $180K | Buy |
+4,020
| New | +$180K | 0.04% | 178 |
|
|
2019
Q3 | – | Sell |
-1,380
| Closed | -$106K | – | 547 |
|
|
2019
Q2 | $106K | Buy |
+1,380
| New | +$106K | 0.02% | 223 |
|
|
2019
Q1 | – | Sell |
-521
| Closed | -$36K | – | 481 |
|
|
2018
Q4 | $36K | Buy |
521
+440
| +543% | +$30.4K | 0.01% | 235 |
|
|
2018
Q3 | $7K | Buy |
81
+70
| +636% | +$6.05K | ﹤0.01% | 320 |
|
|
2018
Q2 | $1K | Sell |
11
-79
| -88% | -$7.18K | ﹤0.01% | 482 |
|
|
2018
Q1 | $7K | Sell |
90
-44
| -33% | -$3.42K | ﹤0.01% | 281 |
|
|
2017
Q4 | $12K | Sell |
134
-167
| -55% | -$15K | ﹤0.01% | 265 |
|
|
2017
Q3 | $25K | Sell |
301
-28
| -9% | -$2.33K | ﹤0.01% | 251 |
|
|
2017
Q2 | $27K | Sell |
329
-88,667
| -100% | -$7.28M | ﹤0.01% | 234 |
|
|
2017
Q1 | $7.3M | Sell |
88,996
-392
| -0.4% | -$32.2K | 0.87% | 28 |
|
|
2016
Q4 | $8.07M | Buy |
89,388
+1,839
| +2% | +$166K | 0.96% | 25 |
|
|
2016
Q3 | $7.64M | Buy |
87,549
+7,845
| +10% | +$685K | 0.83% | 33 |
|
|
2016
Q2 | $7.47M | Sell |
79,704
-5,480
| -6% | -$514K | 0.75% | 32 |
|
|
2016
Q1 | $7.12M | Buy |
85,184
+35,291
| +71% | +$2.95M | 0.6% | 30 |
|
|
2015
Q4 | $3.89M | Buy |
49,893
+3,217
| +7% | +$251K | 0.29% | 72 |
|
|
2015
Q3 | $3.47M | Buy |
46,676
+2,100
| +5% | +$156K | 0.28% | 74 |
|
|
2015
Q2 | $3.71M | Buy |
44,576
+3,108
| +7% | +$259K | 0.27% | 75 |
|
|
2015
Q1 | $3.53M | Buy |
41,468
+11,930
| +40% | +$1.01M | 0.25% | 76 |
|
|
2014
Q4 | $2.73M | Buy |
29,538
+3,380
| +13% | +$313K | 0.21% | 65 |
|
|
2014
Q3 | $2.46M | Buy |
26,158
+331
| +1% | +$31.1K | 0.22% | 65 |
|
|
2014
Q2 | $2.6M | Buy |
25,827
+2,889
| +13% | +$291K | 0.23% | 62 |
|
|
2014
Q1 | $2.24M | Sell |
22,938
-5,616
| -20% | -$549K | 0.22% | 61 |
|
|
2013
Q4 | $2.89M | Buy |
28,554
+13,124
| +85% | +$1.33M | 0.31% | 44 |
|
|
2013
Q3 | $1.33M | Buy |
15,430
+3,052
| +25% | +$263K | 0.17% | 83 |
|
|
2013
Q2 | $1.12M | Buy |
+12,378
| New | +$1.12M | 0.18% | 66 |
|