First National Trust’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 |
-3,625
| Closed | -$266K | – | 395 |
|
|
2025
Q1 | $266K | Buy |
+3,625
| New | +$266K | 0.01% | 340 |
|
|
2024
Q1 | – | Sell |
-6,597
| Closed | -$434K | – | 392 |
|
|
2023
Q4 | $434K | Buy |
6,597
+71
| +1% | +$4.67K | 0.02% | 284 |
|
|
2023
Q3 | $420K | Sell |
6,526
-66
| -1% | -$4.25K | 0.02% | 280 |
|
|
2023
Q2 | $398K | Sell |
6,592
-123
| -2% | -$7.43K | 0.02% | 289 |
|
|
2023
Q1 | $386K | Sell |
6,715
-301
| -4% | -$17.3K | 0.02% | 290 |
|
|
2022
Q4 | $400K | Sell |
7,016
-32
| -0.5% | -$1.82K | 0.02% | 283 |
|
|
2022
Q3 | $351K | Buy |
7,048
+73
| +1% | +$3.64K | 0.02% | 284 |
|
|
2022
Q2 | $364K | Buy |
6,975
+106
| +2% | +$5.53K | 0.02% | 284 |
|
|
2022
Q1 | $378K | Buy |
+6,869
| New | +$378K | 0.02% | 297 |
|