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Legacy Private Trust’s Shell SHEL Stock Holding History

Legacy Private Trust’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$209K Sell
2,963
-210
-7% -$14.8K 0.01% 243
2025
Q1 		$233K Buy
+3,173
New +$233K 0.02% 231