Allworth Financial’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
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|
2025
Q1 | $2.21M | Buy |
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|
2024
Q4 | $1.91M | Buy |
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|
2024
Q3 | $1.69M | Buy |
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | $690K | Buy |
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|
2023
Q4 | $550K | Buy |
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|
2023
Q3 | $530K | Buy |
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|
2023
Q2 | $456K | Buy |
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|
2023
Q1 | $395K | Buy |
|
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|
2022
Q4 | $363K | Buy |
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|
2022
Q3 | $267K | Sell |
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|
2022
Q2 | $305K | Buy |
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|
2022
Q1 | $277K | Buy |
|