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Corient IA’s Shell SHEL Stock Holding History

Corient IA’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 		$352K Hold
5,000
– – 0.21% 189
2025
Q1 		$366K Buy
+5,000
New +$366K 0.26% 162