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 |
|