Avantax 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 | $8.89M | Buy |
126,300
+4,690
| +4% | +$330K | 0.05% | 299 |
|
|
2025
Q1 | $8.91M | Sell |
121,610
-17,833
| -13% | -$1.31M | 0.05% | 272 |
|
|
2024
Q4 | $8.74M | Sell |
139,443
-783
| -0.6% | -$49.1K | 0.05% | 264 |
|
|
2024
Q3 | $9.25M | Sell |
140,226
-4,885
| -3% | -$322K | 0.06% | 234 |
|
|
2024
Q2 | $10.5M | Buy |
145,111
+37,148
| +34% | +$2.68M | 0.07% | 196 |
|
|
2024
Q1 | $7.24M | Sell |
107,963
-4,905
| -4% | -$329K | 0.06% | 233 |
|
|
2023
Q4 | $7.43M | Sell |
112,868
-20,677
| -15% | -$1.36M | 0.07% | 207 |
|
|
2023
Q3 | $8.6M | Sell |
133,545
-46,057
| -26% | -$2.97M | 0.1% | 167 |
|
|
2023
Q2 | $10.8M | Sell |
179,602
-9,385
| -5% | -$567K | 0.12% | 137 |
|
|
2023
Q1 | $10.9M | Sell |
188,987
-601
| -0.3% | -$34.6K | 0.13% | 134 |
|
|
2022
Q4 | $10.8M | Sell |
189,588
-2,422
| -1% | -$138K | 0.14% | 122 |
|
|
2022
Q3 | $9.55M | Sell |
192,010
-6,581
| -3% | -$327K | 0.15% | 110 |
|
|
2022
Q2 | $10.4M | Sell |
198,591
-1,930
| -1% | -$101K | 0.16% | 98 |
|
|
2022
Q1 | $11M | Buy |
+200,521
| New | +$11M | 0.15% | 104 |
|