Fiduciary Alliance’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
36,213
+72
| +0.2% | +$5.07K | 0.19% | 121 |
|
|
2025
Q1 | $2.65M | Buy |
36,141
+792
| +2% | +$58K | 0.26% | 88 |
|
|
2024
Q4 | $2.21M | Buy |
+35,349
| New | +$2.21M | 0.22% | 102 |
|
|
2023
Q3 | – | Sell |
-372
| Closed | -$22.5K | – | 805 |
|
|
2023
Q2 | $22.5K | Buy |
+372
| New | +$22.5K | ﹤0.01% | 427 |
|