Baird Financial Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.17M | Sell |
101,843
-23,799
| -19% | -$1.68M | 0.01% | 605 |
|
2025
Q1 | $9.21M | Buy |
125,642
+2,358
| +2% | +$173K | 0.02% | 528 |
|
2024
Q4 | $7.72M | Buy |
123,284
+3,884
| +3% | +$243K | 0.01% | 571 |
|
2024
Q3 | $7.87M | Sell |
119,400
-3,853
| -3% | -$254K | 0.02% | 574 |
|
2024
Q2 | $8.9M | Buy |
123,253
+4,550
| +4% | +$328K | 0.02% | 516 |
|
2024
Q1 | $7.96M | Sell |
118,703
-25,970
| -18% | -$1.74M | 0.02% | 532 |
|
2023
Q4 | $9.52M | Sell |
144,673
-952
| -0.7% | -$62.6K | 0.02% | 460 |
|
2023
Q3 | $9.38M | Buy |
145,625
+4,527
| +3% | +$291K | 0.03% | 443 |
|
2023
Q2 | $8.52M | Buy |
141,098
+1,718
| +1% | +$104K | 0.02% | 484 |
|
2023
Q1 | $8.02M | Buy |
139,380
+11,310
| +9% | +$651K | 0.02% | 483 |
|
2022
Q4 | $7.29M | Buy |
128,070
+60,927
| +91% | +$3.47M | 0.02% | 500 |
|
2022
Q3 | $3.34M | Sell |
67,143
-4,741
| -7% | -$236K | 0.01% | 668 |
|
2022
Q2 | $3.76M | Sell |
71,884
-12,609
| -15% | -$659K | 0.01% | 648 |
|
2022
Q1 | $4.64M | Buy |
+84,493
| New | +$4.64M | 0.01% | 637 |
|