First Foundation Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $251K | Sell |
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|
2024
Q3 | $398K | Sell |
|
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|
2024
Q2 | $496K | Sell |
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|
2024
Q1 | $486K | Sell |
|
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|
2023
Q4 | $523K | Buy |
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|
2023
Q3 | $447K | Buy |
|
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|
2023
Q2 | $407K | Buy |
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|
2023
Q1 | $380K | Buy |
|
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|
2022
Q4 | $335K | Buy |
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|
2022
Q3 | $224K | Buy |
|