UFA
US Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $525K | Sell |
4,418
-152
| -3% | -$18.1K | 0.16% | 53 |
|
|
2024
Q4 | $492K | Buy |
4,570
+228
| +5% | +$24.5K | 0.15% | 52 |
|
|
2024
Q3 | $509K | Sell |
4,342
-165
| -4% | -$19.3K | 0.16% | 52 |
|
|
2024
Q2 | $519K | Buy |
4,507
+1,433
| +47% | +$165K | 0.17% | 54 |
|
|
2024
Q1 | $357K | Sell |
3,074
-141
| -4% | -$16.4K | 0.12% | 56 |
|
|
2023
Q4 | $321K | Sell |
3,215
-132
| -4% | -$13.2K | 0.12% | 59 |
|
|
2023
Q3 | $394K | Hold |
3,347
| – | – | 0.16% | 53 |
|
|
2023
Q2 | $359K | Buy |
3,347
+1
| +0% | +$107 | 0.15% | 52 |
|
|
2023
Q1 | $367K | Buy |
3,346
+132
| +4% | +$14.5K | 0.16% | 54 |
|
|
2022
Q4 | $355K | Sell |
3,214
-4,617
| -59% | -$509K | 0.18% | 51 |
|
|
2022
Q3 | $684K | Buy |
7,831
+113
| +1% | +$9.87K | 0.38% | 31 |
|
|
2022
Q2 | $661K | Buy |
7,718
+1
| +0% | +$86 | 0.37% | 28 |
|
|
2022
Q1 | $637K | Sell |
7,717
-3,753
| -33% | -$310K | 0.31% | 31 |
|
|
2021
Q4 | $702K | Hold |
11,470
| – | – | 0.32% | 29 |
|
|
2021
Q3 | $675K | Buy |
11,470
+1
| +0% | +$59 | 0.33% | 30 |
|
|
2021
Q2 | $723K | Sell |
11,469
-2,332
| -17% | -$147K | 0.35% | 30 |
|
|
2021
Q1 | $771K | Sell |
13,801
-118
| -0.8% | -$6.59K | 0.21% | 62 |
|
|
2020
Q4 | $574K | Buy |
+13,919
| New | +$574K | 0.17% | 64 |
|
|
2016
Q2 | $284K | Hold |
3,402
| – | – | 0.57% | 35 |
|
|
2016
Q1 | $284K | Sell |
3,402
-1,170
| -26% | -$97.7K | 0.49% | 35 |
|
|
2015
Q4 | $356K | Sell |
4,572
-1,493
| -25% | -$116K | 0.34% | 39 |
|
|
2015
Q3 | $451K | Buy |
6,065
+2,478
| +69% | +$184K | 0.75% | 26 |
|
|
2015
Q2 | $298K | Sell |
3,587
-450
| -11% | -$37.4K | 0.28% | 42 |
|
|
2015
Q1 | $343K | Hold |
4,037
| – | – | 0.31% | 39 |
|
|
2014
Q4 | $373K | Buy |
+4,037
| New | +$373K | 0.33% | 40 |
|