Orion Portfolio Solutions’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$5.12M Buy
2024
Q4
$3.95M Buy
2024
Q3
$4.16M Buy
2024
Q2
$4.25M Buy
2024
Q1
$3.95M Buy
2023
Q4
$3.61M Sell
2023
Q3
$5.02M Buy
2023
Q2
$3.69M Sell
2023
Q1
$3.55M Buy
2022
Q4
$278K Buy
2022
Q3
$209K Sell
2022
Q2
$230K Buy
2022
Q1
$228K Buy