Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.16M Sell
77,012
-1,933
-2% -$156K 0.3% 103
2025
Q4
$5.8M Sell
78,945
-5,966
-7% -$439K 0.23% 116
2025
Q3
$6.07M Sell
84,911
-118
-0.1% -$8.5K 0.23% 118
2025
Q2
$5.99M Buy
85,029
+12
+0% +$804 0.23% 109
2025
Q1
$6.23M Sell
85,017
-10,999
-11% -$741K 0.27% 77
2024
Q4
$6.02M Sell
96,016
-3,141
-3% -$206K 0.25% 76
2024
Q3
$6.54M Sell
99,157
-2,285
-2% -$162K 0.27% 77
2024
Q2
$7.32M Sell
101,442
-3,370
-3% -$241K 0.29% 72
2024
Q1
$7.03M Sell
104,812
-48
-0% -$3.08K 0.27% 90
2023
Q4
$6.9M Sell
104,860
-2,603
-2% -$171K 0.29% 90
2023
Q3
$6.92M Sell
107,463
-2,800
-3% -$174K 0.32% 70
2023
Q2
$6.66M Buy
110,263
+2,958
+3% +$178K 0.29% 92
2023
Q1
$6.17M Sell
107,305
-1,938
-2% -$114K 0.28% 95
2022
Q4
$6.22M Sell
109,243
-1,608
-1% -$88.6K 0.31% 84
2022
Q3
$5.52M Sell
110,851
-8,301
-7% -$428K 0.3% 91
2022
Q2
$6.23M Buy
+119,152
New +$6.69M 0.32% 88

Other funds holding SHEL