Leibman Financial Services’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Sell
2,983
-4,897
-62% -$345K 0.16% 49
2025
Q1
$577K Sell
7,880
-21
-0.3% -$1.54K 0.45% 44
2024
Q4
$495K Sell
7,901
-371
-4% -$23.2K 0.36% 46
2024
Q3
$546K Sell
8,272
-524
-6% -$34.6K 0.39% 42
2024
Q2
$635K Sell
8,796
-22,833
-72% -$1.65M 0.47% 42
2024
Q1
$2.12M Sell
31,629
-118
-0.4% -$7.91K 1.63% 31
2023
Q4
$2.09M Buy
+31,747
New +$2.09M 1.74% 30