Bragg Financial 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 | $9.41M | Sell |
133,608
-1,120
| -0.8% | -$78.9K | 0.34% | 106 |
|
|
2025
Q1 | $9.87M | Buy |
134,728
+1,798
| +1% | +$132K | 0.41% | 94 |
|
|
2024
Q4 | $8.33M | Buy |
132,930
+587
| +0.4% | +$36.8K | 0.34% | 107 |
|
|
2024
Q3 | $8.73M | Sell |
132,343
-860
| -0.6% | -$56.7K | 0.36% | 103 |
|
|
2024
Q2 | $9.61M | Buy |
133,203
+2,809
| +2% | +$203K | 0.43% | 94 |
|
|
2024
Q1 | $8.74M | Buy |
130,394
+44
| +0% | +$2.95K | 0.39% | 97 |
|
|
2023
Q4 | $8.58M | Buy |
130,350
+642
| +0.5% | +$42.2K | 0.41% | 95 |
|
|
2023
Q3 | $8.35M | Buy |
129,708
+1,981
| +2% | +$128K | 0.44% | 89 |
|
|
2023
Q2 | $7.71M | Buy |
127,727
+1,831
| +1% | +$111K | 0.42% | 92 |
|
|
2023
Q1 | $7.24M | Buy |
125,896
+3,216
| +3% | +$185K | 0.43% | 92 |
|
|
2022
Q4 | $6.99M | Buy |
122,680
+7,785
| +7% | +$443K | 0.42% | 95 |
|
|
2022
Q3 | $5.72M | Buy |
114,895
+8,341
| +8% | +$415K | 0.39% | 101 |
|
|
2022
Q2 | $5.57M | Buy |
106,554
+11,276
| +12% | +$590K | 0.37% | 103 |
|
|
2022
Q1 | $5.23M | Buy |
+95,278
| New | +$5.23M | 0.31% | 109 |
|