Cetera Trust Company’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
4,390
+200
| +5% | +$14.1K | 0.18% | 101 |
|
|
2025
Q1 | $307K | Hold |
4,190
| – | – | 0.2% | 94 |
|
|
2024
Q4 | $263K | Buy |
4,190
+40
| +1% | +$2.51K | 0.17% | 120 |
|
|
2024
Q3 | $274K | Hold |
4,150
| – | – | 0.17% | 120 |
|
|
2024
Q2 | $300K | Hold |
4,150
| – | – | 0.19% | 96 |
|
|
2024
Q1 | $278K | Sell |
4,150
-500
| -11% | -$33.5K | 0.17% | 113 |
|
|
2023
Q4 | $306K | Buy |
+4,650
| New | +$306K | 0.19% | 90 |
|