North Ridge Wealth Advisors’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$208K	Hold	2,952	–	–	0.13%	44
2025 Q1	$216K	Hold	2,952	–	–	0.14%	40
2024 Q4	$185K	Buy	+2,952	New	+$185K	0.13%	44
2024 Q3	–	Sell	-2,952	Closed	-$213K	–	43
2024 Q2	$213K	Buy	+2,952	New	+$213K	0.16%	41