Advocate Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Sell |
68,976
-576
| -0.8% | -$40.6K | 0.87% | 50 |
|
|
2025
Q1 | $5.1M | Buy |
69,552
+247
| +0.4% | +$18.1K | 0.93% | 48 |
|
|
2024
Q4 | $4.34M | Buy |
69,305
+1,385
| +2% | +$86.8K | 0.82% | 51 |
|
|
2024
Q3 | $4.48M | Buy |
67,920
+1,354
| +2% | +$89.3K | 0.81% | 56 |
|
|
2024
Q2 | $4.8M | Buy |
66,566
+971
| +1% | +$70.1K | 0.97% | 46 |
|
|
2024
Q1 | $4.4M | Sell |
65,595
-2,427
| -4% | -$163K | 0.87% | 49 |
|
|
2023
Q4 | $4.48M | Sell |
68,022
-4,606
| -6% | -$303K | 0.96% | 47 |
|
|
2023
Q3 | $4.68M | Buy |
72,628
+23
| +0% | +$1.48K | 1.08% | 40 |
|
|
2023
Q2 | $4.38M | Sell |
72,605
-1,640
| -2% | -$99K | 0.96% | 48 |
|
|
2023
Q1 | $4.27M | Sell |
74,245
-49
| -0.1% | -$2.82K | 0.93% | 47 |
|
|
2022
Q4 | $4.23M | Buy |
74,294
+9,761
| +15% | +$556K | 0.91% | 48 |
|
|
2022
Q3 | $3.21M | Buy |
64,533
+7,170
| +12% | +$357K | 0.79% | 50 |
|
|
2022
Q2 | $3M | Buy |
+57,363
| New | +$3M | 0.7% | 54 |
|