Beacon Pointe 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 | $2.5M | Buy |
35,445
+399
| +1% | +$28.1K | 0.03% | 440 |
|
|
2025
Q1 | $2.57M | Buy |
35,046
+1,142
| +3% | +$83.7K | 0.03% | 413 |
|
|
2024
Q4 | $2.12M | Sell |
33,904
-2,752
| -8% | -$172K | 0.02% | 444 |
|
|
2024
Q3 | $2.42M | Sell |
36,656
-869
| -2% | -$57.3K | 0.03% | 430 |
|
|
2024
Q2 | $2.71M | Sell |
37,525
-387
| -1% | -$27.9K | 0.03% | 416 |
|
|
2024
Q1 | $2.54M | Buy |
37,912
+217
| +0.6% | +$14.5K | 0.03% | 438 |
|
|
2023
Q4 | $2.48M | Sell |
37,695
-7,609
| -17% | -$501K | 0.03% | 426 |
|
|
2023
Q3 | $2.92M | Buy |
45,304
+25,427
| +128% | +$1.64M | 0.04% | 377 |
|
|
2023
Q2 | $1.2M | Sell |
19,877
-7,342
| -27% | -$443K | 0.02% | 479 |
|
|
2023
Q1 | $1.57M | Buy |
27,219
+7,442
| +38% | +$428K | 0.03% | 446 |
|
|
2022
Q4 | $1.13M | Buy |
19,777
+3,164
| +19% | +$180K | 0.02% | 480 |
|
|
2022
Q3 | $826K | Sell |
16,613
-3,030
| -15% | -$151K | 0.02% | 510 |
|
|
2022
Q2 | $1.03M | Buy |
+19,643
| New | +$1.03M | 0.02% | 461 |
|