Aull & Monroe Investment Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $762K | Hold |
10,827
| – | – | 0.41% | 62 |
|
|
2025
Q1 | $793K | Hold |
10,827
| – | – | 0.39% | 57 |
|
|
2024
Q4 | $678K | Sell |
10,827
-303
| -3% | -$19K | 0.35% | 65 |
|
|
2024
Q3 | $734K | Hold |
11,130
| – | – | 0.34% | 68 |
|
|
2024
Q2 | $803K | Sell |
11,130
-817
| -7% | -$59K | 0.39% | 60 |
|
|
2024
Q1 | $801K | Hold |
11,947
| – | – | 0.37% | 66 |
|
|
2023
Q4 | $786K | Sell |
11,947
-202
| -2% | -$13.3K | 0.39% | 66 |
|
|
2023
Q3 | $782K | Hold |
12,149
| – | – | 0.41% | 63 |
|
|
2023
Q2 | $734K | Hold |
12,149
| – | – | 0.37% | 67 |
|
|
2023
Q1 | $699K | Sell |
12,149
-301
| -2% | -$17.3K | 0.36% | 71 |
|
|
2022
Q4 | $709K | Hold |
12,450
| – | – | 0.35% | 67 |
|
|
2022
Q3 | $620K | Hold |
12,450
| – | – | 0.34% | 68 |
|
|
2022
Q2 | $652K | Sell |
12,450
-102
| -0.8% | -$5.34K | 0.33% | 70 |
|
|
2022
Q1 | $689K | Buy |
+12,552
| New | +$689K | 0.31% | 71 |
|