Focus Partners Wealth’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14M Buy
198,895
+9,222
+5% +$649K 0.03% 434
2025
Q1
$13.9M Buy
189,673
+3,859
+2% +$283K 0.03% 408
2024
Q4
$11.6M Buy
185,814
+93,109
+100% +$5.83M 0.03% 430
2024
Q3
$6.11M Sell
92,705
-96,449
-51% -$6.36M 0.02% 508
2024
Q2
$13.7M Buy
189,154
+116,769
+161% +$8.43M 0.05% 307
2024
Q1
$4.85M Buy
72,385
+25,187
+53% +$1.69M 0.04% 325
2023
Q4
$3.11M Buy
+47,198
New +$3.11M 0.04% 293