EFS
Essex Financial Services’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
4,614
-2,492
| -35% | -$175K | 0.02% | 525 |
|
|
2025
Q1 | $521K | Buy |
7,106
+2,199
| +45% | +$161K | 0.04% | 376 |
|
|
2024
Q4 | $307K | Sell |
4,907
-118
| -2% | -$7.39K | 0.02% | 485 |
|
|
2024
Q3 | $337K | Sell |
5,025
-2,352
| -32% | -$158K | 0.02% | 460 |
|
|
2024
Q2 | $526K | Buy |
7,377
+4,387
| +147% | +$313K | 0.04% | 369 |
|
|
2024
Q1 | $200K | Buy |
+2,990
| New | +$200K | 0.02% | 515 |
|