Summit Global Investments’s Shell SHEL Stock Holding History

Summit Global Investments’s Portfolio SHEL Stock Details SHEL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$447K	Buy
2024 Q3	–	Sell
2024 Q2	$1.3M	Buy
2024 Q1	$249K	Sell
2023 Q4	$950K	Buy
2023 Q3	$930K	Sell
2023 Q2	$897K	Sell
2023 Q1	$857K	Buy
2022 Q4	$837K	Buy
2022 Q3	$485K	Buy