Transamerica Financial Advisors’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,462
Closed -$92K 593
2024
Q4
$92K Buy
+1,462
New +$92K 0.01% 273
2022
Q4
Sell
-1,184
Closed -$59K 714
2022
Q3
$59K Sell
1,184
-1
-0.1% -$50 0.01% 270
2022
Q2
$62K Buy
+1,185
New +$62K 0.01% 271