Advisornet 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 | $219K | Buy |
3,105
+541
| +21% | +$38.1K | 0.01% | 551 |
|
2025
Q1 | $188K | Buy |
2,564
+675
| +36% | +$49.5K | 0.01% | 557 |
|
2024
Q4 | $118K | Sell |
1,889
-95
| -5% | -$5.95K | 0.01% | 635 |
|
2024
Q3 | $131K | Hold |
1,984
| – | – | 0.01% | 633 |
|
2024
Q2 | $143K | Buy |
1,984
+475
| +31% | +$34.3K | 0.01% | 554 |
|
2024
Q1 | $101K | Buy |
1,509
+21
| +1% | +$1.41K | 0.01% | 631 |
|
2023
Q4 | $97.9K | Sell |
1,488
-11
| -0.7% | -$724 | 0.01% | 649 |
|
2023
Q3 | $96.5K | Sell |
1,499
-411
| -22% | -$26.5K | 0.01% | 626 |
|
2023
Q2 | $115K | Buy |
1,910
+404
| +27% | +$24.4K | 0.01% | 612 |
|
2023
Q1 | $86.7K | Sell |
1,506
-31
| -2% | -$1.78K | 0.01% | 658 |
|
2022
Q4 | $87.5K | Sell |
1,537
-79
| -5% | -$4.5K | 0.01% | 651 |
|
2022
Q3 | $80K | Sell |
1,616
-210
| -12% | -$10.4K | 0.01% | 707 |
|
2022
Q2 | $95K | Sell |
1,826
-858
| -32% | -$44.6K | 0.01% | 684 |
|
2022
Q1 | $147K | Buy |
+2,684
| New | +$147K | 0.01% | 629 |
|