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