Concurrent Investment Advisors’s Shell SHEL Stock Holding History

Concurrent Investment Advisors’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	$3.56M	Sell
2025 Q2	$3.55M	Buy
2025 Q1	$3.56M	Buy
2024 Q4	$2.38M	Buy
2024 Q3	$1.96M	Buy
2024 Q2	$1.89M	Buy
2024 Q1	$1.39M	Buy
2023 Q4	$1.28M	Buy