Callan Capital’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $598K | Buy |
8,159
+2,429
| +42% | +$178K | 0.04% | 183 |
|
|
2024
Q4 | $359K | Sell |
5,730
-2,057
| -26% | -$129K | 0.03% | 227 |
|
|
2024
Q3 | $514K | Buy |
7,787
+1,460
| +23% | +$96.3K | 0.04% | 171 |
|
|
2024
Q2 | $457K | Buy |
6,327
+2,436
| +63% | +$176K | 0.04% | 177 |
|
|
2024
Q1 | $261K | Sell |
3,891
-788
| -17% | -$52.8K | 0.02% | 226 |
|
|
2023
Q4 | $308K | Buy |
4,679
+1,536
| +49% | +$101K | 0.03% | 171 |
|
|
2023
Q3 | $202K | Buy |
+3,143
| New | +$202K | 0.02% | 190 |
|