Gryphon Financial Partners’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$783K Sell
11,114
-987
-8% -$69.5K 0.1% 134
2025
Q1
$887K Buy
12,101
+994
+9% +$72.8K 0.13% 108
2024
Q4
$696K Sell
11,107
-13
-0.1% -$814 0.1% 118
2024
Q3
$733K Buy
11,120
+66
+0.6% +$4.35K 0.1% 126
2024
Q2
$798K Buy
11,054
+25
+0.2% +$1.81K 0.12% 105
2024
Q1
$739K Buy
+11,029
New +$739K 0.12% 106
2023
Q4
Sell
-8,173
Closed -$526K 246
2023
Q3
$526K Sell
8,173
-1,018
-11% -$65.5K 0.12% 92
2023
Q2
$555K Buy
9,191
+9
+0.1% +$543 0.12% 93
2023
Q1
$528K Buy
9,182
+381
+4% +$21.9K 0.12% 95
2022
Q4
$501K Buy
8,801
+1,110
+14% +$63.2K 0.12% 98
2022
Q3
$383K Buy
+7,691
New +$383K 0.1% 118