Lantz Financial’s Shell SHEL Stock Holding History

Lantz Financial’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$349K	Sell
2025 Q1	$367K	Buy
2024 Q4	$312K	Buy
2024 Q3	$322K	Sell
2024 Q2	$355K	Buy
2024 Q1	$321K	Buy
2023 Q4	$285K	Buy
2023 Q3	$242K	Buy
2023 Q2	$201K	Buy