Provenance 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
$27.5K Hold
390
﹤0.01% 246
2025
Q1
$28.6K Hold
390
﹤0.01% 255
2024
Q4
$24.4K Hold
390
﹤0.01% 260
2024
Q3
$25.7K Hold
390
﹤0.01% 276
2024
Q2
$28.2K Hold
390
﹤0.01% 242
2024
Q1
$26.1K Sell
390
-131
-25% -$8.78K ﹤0.01% 258
2023
Q4
$34.3K Buy
+521
New +$34.3K ﹤0.01% 228