First Foundation Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,812
| Closed | -$279K | – | 349 |
|
|
2025
Q1 | $279K | Sell |
3,812
-195
| -5% | -$14.3K | 0.01% | 281 |
|
|
2024
Q4 | $251K | Sell |
4,007
-2,026
| -34% | -$127K | 0.01% | 303 |
|
|
2024
Q3 | $398K | Sell |
6,033
-836
| -12% | -$55.1K | 0.02% | 257 |
|
|
2024
Q2 | $496K | Sell |
6,869
-377
| -5% | -$27.2K | 0.02% | 223 |
|
|
2024
Q1 | $486K | Sell |
7,246
-709
| -9% | -$47.5K | 0.02% | 228 |
|
|
2023
Q4 | $523K | Buy |
7,955
+1,008
| +15% | +$66.3K | 0.02% | 224 |
|
|
2023
Q3 | $447K | Buy |
6,947
+207
| +3% | +$13.3K | 0.02% | 264 |
|
|
2023
Q2 | $407K | Buy |
6,740
+136
| +2% | +$8.21K | 0.02% | 269 |
|
|
2023
Q1 | $380K | Buy |
6,604
+719
| +12% | +$41.4K | 0.02% | 266 |
|
|
2022
Q4 | $335K | Buy |
5,885
+1,383
| +31% | +$78.8K | 0.02% | 291 |
|
|
2022
Q3 | $224K | Buy |
+4,502
| New | +$224K | 0.01% | 331 |
|