Arete Wealth Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
4,297
+182
| +4% | +$12.8K | 0.02% | 556 |
|
|
2025
Q1 | $301K | Sell |
4,115
-336
| -8% | -$24.6K | 0.02% | 530 |
|
|
2024
Q4 | $279K | Buy |
4,451
+561
| +14% | +$35.2K | 0.02% | 581 |
|
|
2024
Q3 | $256K | Sell |
3,890
-9,952
| -72% | -$655K | 0.02% | 571 |
|
|
2024
Q2 | $999K | Buy |
13,842
+444
| +3% | +$32K | 0.08% | 235 |
|
|
2024
Q1 | $898K | Sell |
13,398
-1,661
| -11% | -$111K | 0.08% | 223 |
|
|
2023
Q4 | $991K | Sell |
15,059
-723
| -5% | -$47.6K | 0.08% | 255 |
|
|
2023
Q3 | $1.02M | Buy |
15,782
+5,023
| +47% | +$323K | 0.18% | 126 |
|
|
2023
Q2 | $650K | Buy |
10,759
+1,153
| +12% | +$69.7K | 0.06% | 308 |
|
|
2023
Q1 | $553K | Sell |
9,606
-117
| -1% | -$6.74K | 0.05% | 322 |
|
|
2022
Q4 | $554M | Sell |
9,723
-90
| -0.9% | -$5.13M | 0.05% | 306 |
|
|
2022
Q3 | $488K | Buy |
9,813
+4,463
| +83% | +$222K | 0.05% | 305 |
|
|
2022
Q2 | $212K | Sell |
5,350
-2,170
| -29% | -$86K | 0.02% | 417 |
|
|
2022
Q1 | $413K | Buy |
+7,520
| New | +$413K | 0.03% | 322 |
|