Lynx Investment Advisory’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353K Buy
5,019
+23
+0.5% +$1.62K 0.23% 96
2025
Q1
$366K Buy
4,996
+15
+0.3% +$1.1K 0.24% 85
2024
Q4
$312K Sell
4,981
-10
-0.2% -$627 0.21% 102
2024
Q3
$329K Hold
4,991
0.24% 94
2024
Q2
$360K Buy
+4,991
New +$360K 0.27% 82