OneAscent 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	$283K	Sell	4,001 -3,823	-49%	-$270K	0.02%	426
2025 Q1	$572K	Buy	+7,824	New	+$572K	0.04%	313
2024 Q2	–	Sell	-3,338	Closed	-$224K	–	365
2024 Q1	$224K	Buy	3,338 +207	+7%	+$13.9K	0.02%	342
2023 Q4	$206K	Buy	+3,131	New	+$206K	0.03%	347