Seamount Financial 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	$655K	Buy	9,296 +4,900	+111%	+$345K	0.34%	71
2025 Q1	$322K	Buy	4,396 +500	+13%	+$36.6K	0.22%	83
2024 Q4	$244K	Buy	+3,896	New	+$244K	0.17%	96