Fiduciary Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Hold |
3,286
| – | – | 0.02% | 269 |
|
|
2025
Q1 | $241K | Hold |
3,286
| – | – | 0.02% | 255 |
|
|
2024
Q4 | $206K | Hold |
3,286
| – | – | 0.02% | 263 |
|
|
2024
Q3 | $217K | Hold |
3,286
| – | – | 0.02% | 266 |
|
|
2024
Q2 | $237K | Hold |
3,286
| – | – | 0.03% | 247 |
|
|
2024
Q1 | $220K | Sell |
3,286
-34
| -1% | -$2.28K | 0.02% | 255 |
|
|
2023
Q4 | $218K | Hold |
3,320
| – | – | 0.03% | 242 |
|
|
2023
Q3 | $214K | Hold |
3,320
| – | – | 0.03% | 229 |
|
|
2023
Q2 | $200K | Buy |
+3,320
| New | +$200K | 0.02% | 235 |
|
|
2022
Q2 | – | Sell |
-3,686
| Closed | -$206K | – | 232 |
|
|
2022
Q1 | $206K | Buy |
+3,686
| New | +$206K | 0.03% | 221 |
|