Kingswood Wealth Advisors’s Shell SHEL Stock Holding History

Kingswood Wealth Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$241K	Buy
2024 Q3	–	Sell
2024 Q2	$279K	Sell
2024 Q1	$263K	Sell
2023 Q4	$834K	Sell
2023 Q3	$1.67M	Buy