Beacon Financial Advisory’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,948
| Closed | -$289K | – | 366 |
|
|
2025
Q1 | $289K | Buy |
3,948
+21
| +0.5% | +$1.54K | 0.09% | 250 |
|
|
2024
Q4 | $246K | Buy |
3,927
+36
| +0.9% | +$2.26K | 0.08% | 258 |
|
|
2024
Q3 | $257K | Sell |
3,891
-39
| -1% | -$2.57K | 0.09% | 247 |
|
|
2024
Q2 | $284K | Buy |
3,930
+146
| +4% | +$10.5K | 0.11% | 221 |
|
|
2024
Q1 | $254K | Buy |
3,784
+109
| +3% | +$7.31K | 0.12% | 201 |
|
|
2023
Q4 | $242K | Buy |
3,675
+261
| +8% | +$17.2K | 0.12% | 215 |
|
|
2023
Q3 | $220K | Hold |
3,414
| – | – | 0.12% | 203 |
|
|
2023
Q2 | $206K | Buy |
+3,414
| New | +$206K | 0.12% | 206 |
|