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Clearstead Trust’s Shell SHEL Stock Holding History

Clearstead Trust’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$560K Sell
7,948
-112
-1% -$7.89K 0.11% 97
2025
Q1 		$591K Sell
8,060
-1,652
-17% -$121K 0.13% 88
2024
Q4 		$608K Buy
+9,712
New +$608K 0.13% 82