Arkadios 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 | $2.57M | Sell |
36,565
-439
| -1% | -$30.9K | 0.08% | 275 |
|
|
2025
Q1 | $2.71M | Buy |
37,004
+21,016
| +131% | +$1.54M | 0.1% | 227 |
|
|
2024
Q4 | $1M | Buy |
15,988
+3,526
| +28% | +$221K | 0.05% | 332 |
|
|
2024
Q3 | $822K | Sell |
12,462
-2,971
| -19% | -$196K | 0.05% | 376 |
|
|
2024
Q2 | $1.11M | Sell |
15,433
-2,215
| -13% | -$160K | 0.08% | 259 |
|
|
2024
Q1 | $1.18M | Buy |
17,648
+3,636
| +26% | +$244K | 0.09% | 211 |
|
|
2023
Q4 | $922K | Buy |
14,012
+463
| +3% | +$30.5K | 0.08% | 242 |
|
|
2023
Q3 | $872K | Buy |
13,549
+2,746
| +25% | +$177K | 0.08% | 233 |
|
|
2023
Q2 | $652K | Sell |
10,803
-59
| -0.5% | -$3.56K | 0.08% | 251 |
|
|
2023
Q1 | $625K | Sell |
10,862
-705
| -6% | -$40.6K | 0.07% | 261 |
|
|
2022
Q4 | $659K | Buy |
11,567
+2,840
| +33% | +$162K | 0.09% | 239 |
|
|
2022
Q3 | $434K | Buy |
8,727
+1,533
| +21% | +$76.2K | 0.07% | 294 |
|
|
2022
Q2 | $376K | Buy |
7,194
+483
| +7% | +$25.2K | 0.06% | 345 |
|
|
2022
Q1 | $369K | Buy |
+6,711
| New | +$369K | 0.05% | 377 |
|