Bragg Financial Advisors’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.32M Sell
2025
Q2
$9.41M Sell
2025
Q1
$9.87M Buy
2024
Q4
$8.33M Buy
2024
Q3
$8.73M Sell
2024
Q2
$9.61M Buy
2024
Q1
$8.74M Buy
2023
Q4
$8.58M Buy
2023
Q3
$8.35M Buy
2023
Q2
$7.71M Buy
2023
Q1
$7.24M Buy
2022
Q4
$6.99M Buy
2022
Q3
$5.72M Buy
2022
Q2
$5.57M Buy
2022
Q1
$5.23M Buy