Alliance Wealth Advisors (Utah)’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Buy |
8,481
+294
| +4% | +$20.7K | 0.14% | 146 |
|
|
2025
Q1 | $600K | Buy |
8,187
+2,657
| +48% | +$195K | 0.16% | 143 |
|
|
2024
Q4 | $346K | Sell |
5,530
-58
| -1% | -$3.63K | 0.09% | 203 |
|
|
2024
Q3 | $369K | Buy |
5,588
+13
| +0.2% | +$857 | 0.1% | 180 |
|
|
2024
Q2 | $402K | Sell |
5,575
-710
| -11% | -$51.2K | 0.12% | 163 |
|
|
2024
Q1 | $421K | Sell |
6,285
-159
| -2% | -$10.7K | 0.13% | 161 |
|
|
2023
Q4 | $424K | Sell |
6,444
-1,051
| -14% | -$69.2K | 0.14% | 155 |
|
|
2023
Q3 | $483K | Sell |
7,495
-694
| -8% | -$44.7K | 0.18% | 122 |
|
|
2023
Q2 | $494K | Buy |
8,189
+202
| +3% | +$12.2K | 0.18% | 121 |
|
|
2023
Q1 | $460K | Sell |
7,987
-119
| -1% | -$6.85K | 0.18% | 121 |
|
|
2022
Q4 | $462K | Buy |
+8,106
| New | +$462K | 0.21% | 113 |
|