Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$81.7K Buy
879
+355
+68% +$28.7K ﹤0.01% 4111
2025
Q4
$38.5K Sell
524
-37,228
-99% -$2.74M ﹤0.01% 4779
2025
Q3
$2.7M Buy
37,752
+31,827
+537% +$2.29M ﹤0.01% 2641
2025
Q2
$417K Sell
5,925
-20,843
-78% -$1.4M ﹤0.01% 3860
2025
Q1
$1.96M Buy
26,768
+18,944
+242% +$1.28M ﹤0.01% 2650
2024
Q4
$490K Buy
7,824
+4,512
+136% +$296K ﹤0.01% 3838
2024
Q3
$218K Sell
3,312
-1,650
-33% -$117K ﹤0.01% 4242
2024
Q2
$358K Sell
4,962
-1,356
-21% -$96.9K ﹤0.01% 3245
2024
Q1
$424K Buy
6,318
+4,053
+179% +$260K ﹤0.01% 3690
2023
Q4
$149K Sell
2,265
-402,727
-99% -$26.4M ﹤0.01% 4531
2023
Q3
$26.1M Buy
404,992
+366,609
+955% +$22.8M 0.02% 680
2023
Q2
$2.32M Buy
38,383
+25,928
+208% +$1.56M ﹤0.01% 1791
2023
Q1
$717K Sell
12,455
-39,712
-76% -$2.34M ﹤0.01% 2985
2022
Q4
$2.97M Buy
52,167
+1,380
+3% +$76.1K ﹤0.01% 1981
2022
Q3
$2.53M Buy
50,787
+5,162
+11% +$266K ﹤0.01% 1590
2022
Q2
$2.39M Sell
45,625
-13,879
-23% -$780K ﹤0.01% 1730
2022
Q1
$3.27M Buy
+59,504
New +$3.16M ﹤0.01% 1489

Other funds holding SHEL