Center for Financial Planning’s Shell SHEL Stock Holding History

Center for Financial Planning’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.01K	Hold
2025 Q2	$7.89K	Hold
2025 Q1	$8.21K	Hold
2024 Q4	$7.02K	Buy
2022 Q4	–	Sell
2022 Q3	$4K	Hold
2022 Q2	$4K	Hold
2022 Q1	$4K	Buy