Clark Capital Management Group’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,766	Closed	-$276K	–	465
2025 Q1	$276K	Sell	3,766 -552,473	-99%	-$40.5M	﹤0.01%	385
2024 Q4	$34.8M	Buy	556,239 +552,412	+14,435%	+$34.6M	0.24%	122
2024 Q3	$252K	Buy	3,827 +400	+12%	+$26.4K	﹤0.01%	381
2024 Q2	$247K	Buy	+3,427	New	+$247K	﹤0.01%	362