Bleakley 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 | $3.91M | Buy |
55,492
+10,053
| +22% | +$708K | 0.1% | 184 |
|
|
2025
Q1 | $3.33M | Buy |
45,439
+1,800
| +4% | +$132K | 0.11% | 178 |
|
|
2024
Q4 | $2.73M | Buy |
43,639
+7,675
| +21% | +$481K | 0.08% | 203 |
|
|
2024
Q3 | $2.37M | Sell |
35,964
-58,192
| -62% | -$3.84M | 0.07% | 224 |
|
|
2024
Q2 | $6.8M | Buy |
94,156
+1,120
| +1% | +$80.8K | 0.2% | 97 |
|
|
2024
Q1 | $6.24M | Sell |
93,036
-964
| -1% | -$64.6K | 0.18% | 110 |
|
|
2023
Q4 | $6.19M | Sell |
94,000
-3,545
| -4% | -$233K | 0.2% | 97 |
|
|
2023
Q3 | $6.28M | Sell |
97,545
-976
| -1% | -$62.8K | 0.22% | 89 |
|
|
2023
Q2 | $5.95M | Buy |
98,521
+2,029
| +2% | +$123K | 0.19% | 101 |
|
|
2023
Q1 | $5.55M | Buy |
96,492
+7,641
| +9% | +$440K | 0.19% | 100 |
|
|
2022
Q4 | $5.06M | Buy |
+88,851
| New | +$5.06M | 0.18% | 109 |
|