Triune Financial Partners’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Buy
3,361
+33
+1% +$2.32K 0.07% 32
2025
Q1
$244K Buy
3,328
+33
+1% +$2.42K 0.08% 29
2024
Q4
$206K Buy
3,295
+37
+1% +$2.32K 0.07% 32
2024
Q3
$215K Buy
3,258
+32
+1% +$2.11K 0.07% 30
2024
Q2
$233K Buy
3,226
+31
+1% +$2.24K 0.08% 28
2024
Q1
$214K Buy
3,195
+32
+1% +$2.15K 0.07% 30
2023
Q4
$208K Buy
3,163
+32
+1% +$2.11K 0.08% 32
2023
Q3
$202K Buy
+3,131
New +$202K 0.08% 30