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Roxbury Financial’s Shell SHEL Stock Holding History

Roxbury Financial’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 		$74.2K Buy
1,054
+7
+0.7% +$493 0.07% 140
2025
Q1 		$70.6K Buy
1,047
+5
+0.5% +$337 0.07% 142
2024
Q4 		$67.5K Buy
+1,042
New +$67.5K 0.07% 139