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