Umpqua Bank’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 | $1.11M | Sell |
9,698
-290
| -3% | -$33.1K | 0.34% | 77 |
|
2025
Q1 | $1.19M | Sell |
9,988
-300
| -3% | -$35.7K | 0.41% | 67 |
|
2024
Q4 | $1.13M | Buy |
10,288
+1,179
| +13% | +$129K | 0.39% | 69 |
|
2024
Q3 | $1.07M | Sell |
9,109
-91
| -1% | -$10.7K | 0.39% | 71 |
|
2024
Q2 | $1.06M | Hold |
9,200
| – | – | 0.41% | 68 |
|
2024
Q1 | $1.07M | Buy |
+9,200
| New | +$1.07M | 0.44% | 69 |
|