Fiduciary Financial Group’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,598	Closed	-$382K	–	296
2024 Q3	$382K	Buy	5,598 +375	+7%	+$25.6K	0.09%	152
2024 Q2	$380K	Buy	+5,223	New	+$380K	0.09%	139