Investor's Fiduciary Advisor Network’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$804K Sell
11,432
-206
-2% -$14.5K 0.3% 91
2025
Q1
$852K Buy
11,638
+3
+0% +$220 0.4% 67
2024
Q4
$728K Buy
+11,635
New +$728K 0.28% 90