Chicago Trust’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Buy |
46,131
+4,087
| +10% | +$288K | 0.46% | 49 |
|
|
2025
Q1 | $3.08M | Buy |
42,044
+975
| +2% | +$71.4K | 0.55% | 40 |
|
|
2024
Q4 | $2.57M | Sell |
41,069
-1,305
| -3% | -$81.8K | 0.46% | 50 |
|
|
2024
Q3 | $2.79M | Buy |
42,374
+1,156
| +3% | +$76.2K | 0.48% | 47 |
|
|
2024
Q2 | $2.98M | Buy |
41,218
+1,963
| +5% | +$142K | 0.6% | 33 |
|
|
2024
Q1 | $2.63M | Buy |
39,255
+189
| +0.5% | +$12.7K | 0.54% | 42 |
|
|
2023
Q4 | $2.57M | Sell |
39,066
-4,220
| -10% | -$278K | 0.57% | 43 |
|
|
2023
Q3 | $2.79M | Sell |
43,286
-333
| -0.8% | -$21.4K | 0.7% | 36 |
|
|
2023
Q2 | $2.63M | Sell |
43,619
-1,794
| -4% | -$108K | 0.63% | 42 |
|
|
2023
Q1 | $2.61M | Sell |
45,413
-9,027
| -17% | -$519K | 0.66% | 39 |
|
|
2022
Q4 | $3.1M | Sell |
54,440
-2,782
| -5% | -$158K | 0.77% | 29 |
|
|
2022
Q3 | $2.85M | Sell |
57,222
-275
| -0.5% | -$13.7K | 0.74% | 31 |
|
|
2022
Q2 | $3.01M | Sell |
57,497
-4,677
| -8% | -$245K | 0.76% | 33 |
|
|
2022
Q1 | $3.42M | Buy |
+62,174
| New | +$3.42M | 0.73% | 35 |
|