Cetera Investment Advisers’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
175,115
-4,045
| -2% | -$285K | 0.02% | 714 |
|
|
2025
Q1 | $13.1M | Sell |
179,160
-8,329
| -4% | -$610K | 0.03% | 634 |
|
|
2024
Q4 | $11.7M | Buy |
187,489
+18,317
| +11% | +$1.15M | 0.02% | 648 |
|
|
2024
Q3 | $11.2M | Sell |
169,172
-2,837
| -2% | -$187K | 0.02% | 657 |
|
|
2024
Q2 | $12.4M | Sell |
172,009
-4,301
| -2% | -$310K | 0.03% | 585 |
|
|
2024
Q1 | $11.8M | Buy |
176,310
+127,521
| +261% | +$8.55M | 0.03% | 607 |
|
|
2023
Q4 | $3.21M | Sell |
48,789
-7,621
| -14% | -$501K | 0.03% | 602 |
|
|
2023
Q3 | $3.63M | Buy |
56,410
+1,372
| +2% | +$88.3K | 0.03% | 524 |
|
|
2023
Q2 | $3.32M | Sell |
55,038
-2,943
| -5% | -$178K | 0.03% | 568 |
|
|
2023
Q1 | $3.34M | Buy |
57,981
+204
| +0.4% | +$11.7K | 0.03% | 527 |
|
|
2022
Q4 | $3.29M | Buy |
57,777
+13,645
| +31% | +$777K | 0.03% | 512 |
|
|
2022
Q3 | $2.2M | Sell |
44,132
-3,166
| -7% | -$158K | 0.04% | 424 |
|
|
2022
Q2 | $2.47M | Buy |
47,298
+163
| +0.3% | +$8.52K | 0.04% | 454 |
|
|
2022
Q1 | $2.59M | Buy |
+47,135
| New | +$2.59M | 0.04% | 469 |
|