Great Lakes Retirement’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.21M Buy
31,436
+2,599
+9% +$183K 0.26% 87
2025
Q1
$2.11M Buy
28,837
+1,698
+6% +$124K 0.28% 86
2024
Q4
$1.7M Buy
27,139
+948
+4% +$59.4K 0.22% 103
2024
Q3
$1.73M Buy
26,191
+806
+3% +$53.2K 0.22% 103
2024
Q2
$1.83M Buy
25,385
+4,254
+20% +$307K 0.25% 85
2024
Q1
$1.42M Buy
21,131
+851
+4% +$57.1K 0.21% 103
2023
Q4
$1.33M Buy
+20,280
New +$1.33M 0.22% 97