TLP
Trinity Legacy Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33M | Buy |
47,490
+643
| +1% | +$72.2K | 1.29% | 30 |
|
|
2025
Q1 | $5.13M | Buy |
46,847
+30,442
| +186% | +$3.33M | 1.3% | 30 |
|
|
2024
Q4 | $1.76M | Buy |
16,405
+2,132
| +15% | +$229K | 0.45% | 59 |
|
|
2024
Q3 | $1.77M | Buy |
14,273
+1,656
| +13% | +$205K | 0.46% | 58 |
|
|
2024
Q2 | $1.45M | Buy |
12,617
+3,000
| +31% | +$345K | 0.41% | 59 |
|
|
2024
Q1 | $1.12M | Sell |
9,617
-136
| -1% | -$15.8K | 0.33% | 64 |
|
|
2023
Q4 | $975K | Buy |
9,753
+253
| +3% | +$25.3K | 0.31% | 64 |
|
|
2023
Q3 | $1.12M | Buy |
9,500
+1,238
| +15% | +$146K | 0.39% | 60 |
|
|
2023
Q2 | $886K | Buy |
8,262
+431
| +6% | +$46.2K | 0.31% | 51 |
|
|
2023
Q1 | $859K | Buy |
7,831
+1,092
| +16% | +$120K | 0.32% | 51 |
|
|
2022
Q4 | $743K | Sell |
6,739
-851
| -11% | -$93.9K | 0.3% | 51 |
|
|
2022
Q3 | $663K | Sell |
7,590
-31
| -0.4% | -$2.71K | 0.28% | 50 |
|
|
2022
Q2 | $653K | Buy |
7,621
+669
| +10% | +$57.3K | 0.25% | 57 |
|
|
2022
Q1 | $574K | Buy |
6,952
+688
| +11% | +$56.8K | 0.19% | 61 |
|
|
2021
Q4 | $383K | Buy |
6,264
+1,998
| +47% | +$122K | 0.13% | 80 |
|
|
2021
Q3 | $251K | Buy |
4,266
+61
| +1% | +$3.59K | 0.09% | 91 |
|
|
2021
Q2 | $256K | Sell |
4,205
-173
| -4% | -$10.5K | 0.09% | 90 |
|
|
2021
Q1 | $248K | Buy |
+4,378
| New | +$248K | 0.1% | 77 |
|
|
2020
Q4 | – | Sell |
-6,897
| Closed | -$236K | – | 94 |
|
|
2020
Q3 | $236K | Sell |
6,897
-11,190
| -62% | -$383K | 0.11% | 69 |
|
|
2020
Q2 | $803K | Buy |
18,087
+11,808
| +188% | +$524K | 0.41% | 38 |
|
|
2020
Q1 | $254K | Sell |
6,279
-711
| -10% | -$28.8K | 0.18% | 54 |
|
|
2019
Q4 | $488K | Sell |
6,990
-8
| -0.1% | -$559 | 0.23% | 54 |
|
|
2019
Q3 | $484K | Buy |
6,998
+194
| +3% | +$13.4K | 0.24% | 39 |
|
|
2019
Q2 | $482K | Sell |
6,804
-36,552
| -84% | -$2.59M | 0.33% | 34 |
|
|
2019
Q1 | $3.5M | Buy |
43,356
+933
| +2% | +$75.4K | 2.3% | 10 |
|
|
2018
Q4 | $2.89M | Buy |
+42,423
| New | +$2.89M | 2.8% | 9 |
|