Founders Financial Securities’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Sell |
3,649
-7,052
| -66% | -$497K | 0.02% | 444 |
|
|
2025
Q1 | $706K | Sell |
10,701
-367
| -3% | -$24.2K | 0.06% | 268 |
|
|
2024
Q4 | $693K | Buy |
11,068
+242
| +2% | +$15.2K | 0.06% | 227 |
|
|
2024
Q3 | $714K | Sell |
10,826
-123
| -1% | -$8.11K | 0.07% | 217 |
|
|
2024
Q2 | $790K | Buy |
10,949
+13
| +0.1% | +$938 | 0.07% | 214 |
|
|
2024
Q1 | $733K | Buy |
+10,936
| New | +$733K | 0.08% | 207 |
|