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RFG - Bristol Wealth Advisors’s Shell SHEL Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.67M Sell
23,658
-8,409
-26% -$592K 0.52% 42
2025
Q1 		$2.35M Hold
32,067
– – 0.79% 29
2024
Q4 		$2.01M Buy
+32,067
New +$2.01M 0.66% 33