TFC Financial Management’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52.2K Hold
741
0.01% 259
2025
Q1
$54.3K Hold
741
0.01% 251
2024
Q4
$46.4K Hold
741
0.01% 252
2024
Q3
$48.8K Hold
741
0.01% 255
2024
Q2
$53.5K Hold
741
0.01% 231
2024
Q1
$49.7K Hold
741
0.01% 233
2023
Q4
$48.7K Sell
741
-32
-4% -$2.11K 0.01% 229
2023
Q3
$49.7K Buy
773
+32
+4% +$2.06K 0.01% 220
2023
Q2
$44.7K Buy
+741
New +$44.7K 0.01% 226