Sargent Investment Group’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$213K	Hold	2,950	–	–	0.03%	220
2025 Q1	$216K	Buy	+2,950	New	+$216K	0.03%	212
2024 Q3	–	Sell	-3,924	Closed	-$283K	–	226
2024 Q2	$283K	Buy	+3,924	New	+$283K	0.06%	167