B. Riley 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 | $1.01M | Buy |
+14,328
| New | +$1.01M | 0.05% | 343 |
|
|
2024
Q4 | $1.15M | Sell |
18,318
-1,113
| -6% | -$69.7K | 0.04% | 412 |
|
|
2024
Q3 | $1.31M | Sell |
19,431
-3,793
| -16% | -$255K | 0.04% | 431 |
|
|
2024
Q2 | $1.68M | Sell |
23,224
-7,675
| -25% | -$554K | 0.04% | 388 |
|
|
2024
Q1 | $1.99M | Buy |
30,899
+4,364
| +16% | +$281K | 0.05% | 359 |
|
|
2023
Q4 | $1.75M | Sell |
26,535
-4,364
| -14% | -$287K | 0.05% | 389 |
|
|
2023
Q3 | $1.99M | Buy |
30,899
+3,192
| +12% | +$206K | 0.05% | 359 |
|
|
2023
Q2 | $1.67M | Buy |
27,707
+154
| +0.6% | +$9.3K | 0.04% | 416 |
|
|
2023
Q1 | $1.59M | Buy |
27,553
+3,679
| +15% | +$212K | 0.04% | 413 |
|
|
2022
Q4 | $1.36M | Buy |
23,874
+811
| +4% | +$46.2K | 0.04% | 444 |
|
|
2022
Q3 | $1.15M | Buy |
23,063
+9,525
| +70% | +$475K | 0.03% | 465 |
|
|
2022
Q2 | $709K | Sell |
13,538
-2,541
| -16% | -$133K | 0.03% | 519 |
|
|
2022
Q1 | $885K | Buy |
+16,079
| New | +$885K | 0.03% | 530 |
|