Allworth 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 | $2.71M | Buy |
38,541
+4,612
| +14% | +$325K | 0.01% | 424 |
|
|
2025
Q1 | $2.21M | Buy |
33,929
+4,911
| +17% | +$319K | 0.01% | 375 |
|
|
2024
Q4 | $1.91M | Buy |
29,018
+3,330
| +13% | +$220K | 0.01% | 407 |
|
|
2024
Q3 | $1.69M | Buy |
25,688
+315
| +1% | +$20.8K | 0.01% | 363 |
|
|
2024
Q2 | $1.83M | Buy |
25,373
+15,086
| +147% | +$1.09M | 0.01% | 346 |
|
|
2024
Q1 | $690K | Buy |
10,287
+1,929
| +23% | +$129K | ﹤0.01% | 479 |
|
|
2023
Q4 | $550K | Buy |
8,358
+127
| +2% | +$8.36K | ﹤0.01% | 509 |
|
|
2023
Q3 | $530K | Buy |
8,231
+684
| +9% | +$44K | ﹤0.01% | 476 |
|
|
2023
Q2 | $456K | Buy |
7,547
+688
| +10% | +$41.5K | ﹤0.01% | 526 |
|
|
2023
Q1 | $395K | Buy |
6,859
+489
| +8% | +$28.1K | ﹤0.01% | 517 |
|
|
2022
Q4 | $363K | Buy |
6,370
+1,011
| +19% | +$57.6K | ﹤0.01% | 524 |
|
|
2022
Q3 | $267K | Sell |
5,359
-469
| -8% | -$23.4K | ﹤0.01% | 535 |
|
|
2022
Q2 | $305K | Buy |
5,828
+789
| +16% | +$41.3K | ﹤0.01% | 486 |
|
|
2022
Q1 | $277K | Buy |
+5,039
| New | +$277K | ﹤0.01% | 497 |
|