Signature Estate & Investment Advisors’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$716K	Buy	10,164 +338	+3%	+$23.8K	0.02%	290
2025 Q1	$720K	Buy	9,826 +5,836	+146%	+$428K	0.02%	273
2024 Q4	$250K	Buy	3,990 +129	+3%	+$8.08K	0.01%	455
2024 Q3	$255K	Buy	3,861 +7	+0.2%	+$462	0.01%	437
2024 Q2	$278K	Buy	+3,854	New	+$278K	0.01%	407