Ameritas Advisory Services’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $472K | Sell |
6,702
-2,630
| -28% | -$185K | 0.02% | 520 |
|
2025
Q1 | $601K | Sell |
9,332
-19
| -0.2% | -$1.22K | 0.02% | 522 |
|
2024
Q4 | $586K | Buy |
9,351
+1,459
| +18% | +$91.4K | 0.02% | 551 |
|
2024
Q3 | $520K | Sell |
7,892
-3,528
| -31% | -$233K | 0.02% | 535 |
|
2024
Q2 | $824K | Buy |
11,420
+66
| +0.6% | +$4.76K | 0.03% | 457 |
|
2024
Q1 | $813K | Buy |
11,354
+1,413
| +14% | +$101K | 0.03% | 430 |
|
2023
Q4 | $640K | Buy |
9,941
+252
| +3% | +$16.2K | 0.04% | 377 |
|
2023
Q3 | $664K | Sell |
9,689
-1,647
| -15% | -$113K | 0.03% | 433 |
|
2023
Q2 | $676K | Sell |
11,336
-2,202
| -16% | -$131K | 0.09% | 236 |
|
2023
Q1 | $789K | Sell |
13,538
-5,726
| -30% | -$334K | 0.04% | 367 |
|
2022
Q4 | $1.1M | Buy |
+19,264
| New | +$1.1M | 0.05% | 325 |
|
2022
Q3 | – | Sell |
-13,587
| Closed | -$710K | – | 805 |
|
2022
Q2 | $710K | Sell |
13,587
-2,009
| -13% | -$105K | 0.04% | 361 |
|
2022
Q1 | $857K | Buy |
+15,596
| New | +$857K | 0.03% | 366 |
|