Kestra Investment Management’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.25K Hold
58
﹤0.01% 819
2025
Q1
$4.25K Sell
58
-690
-92% -$50.6K ﹤0.01% 694
2024
Q4
$46.9K Buy
+748
New +$46.9K ﹤0.01% 552