Symphony Financial’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
+5,538
| New | +$400K | 0.05% | 175 |
|
|
2024
Q2 | – | Sell |
-3,075
| Closed | -$206K | – | 222 |
|
|
2024
Q1 | $206K | Buy |
+3,075
| New | +$206K | 0.05% | 182 |
|
|
2022
Q4 | – | Sell |
-4,351
| Closed | -$218K | – | 206 |
|
|
2022
Q3 | $218K | Buy |
4,351
+5
| +0.1% | +$251 | 0.07% | 176 |
|
|
2022
Q2 | $229K | Sell |
4,346
-1,684
| -28% | -$88.7K | 0.07% | 170 |
|
|
2022
Q1 | $334K | Buy |
+6,030
| New | +$334K | 0.08% | 156 |
|