James Investment Research’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12,614	Closed	-$832K	–	338
2024 Q3	$832K	Buy	12,614 +682	+6%	+$45K	0.1%	175
2024 Q2	$861K	Hold	11,932	–	–	0.1%	169
2024 Q1	$800K	Sell	11,932 -86	-0.7%	-$5.77K	0.1%	170
2023 Q4	$791K	Buy	+12,018	New	+$791K	0.1%	161