Clearstead 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 | $1.51M | Sell |
21,425
-216
| -1% | -$15.2K | 0.02% | 364 |
|
|
2025
Q1 | $1.59M | Sell |
21,641
-1,373
| -6% | -$101K | 0.02% | 338 |
|
|
2024
Q4 | $1.44M | Buy |
23,014
+549
| +2% | +$34.4K | 0.02% | 344 |
|
|
2024
Q3 | $1.48M | Sell |
22,465
-268
| -1% | -$17.7K | 0.02% | 344 |
|
|
2024
Q2 | $1.64M | Buy |
22,733
+5,103
| +29% | +$368K | 0.03% | 304 |
|
|
2024
Q1 | $1.31M | Buy |
17,630
+236
| +1% | +$17.5K | 0.06% | 194 |
|
|
2023
Q4 | $1.14M | Sell |
17,394
-16,580
| -49% | -$1.09M | 0.06% | 207 |
|
|
2023
Q3 | $2.19M | Buy |
33,974
+19,029
| +127% | +$1.23M | 0.06% | 201 |
|
|
2023
Q2 | $902K | Buy |
14,945
+1,277
| +9% | +$77.1K | 0.05% | 217 |
|
|
2023
Q1 | $786K | Buy |
13,668
+36
| +0.3% | +$2.07K | 0.06% | 198 |
|
|
2022
Q4 | $776K | Buy |
13,632
+100
| +0.7% | +$5.7K | 0.06% | 196 |
|
|
2022
Q3 | $673K | Buy |
13,532
+41
| +0.3% | +$2.04K | 0.06% | 192 |
|
|
2022
Q2 | $705K | Sell |
13,491
-22
| -0.2% | -$1.15K | 0.05% | 207 |
|
|
2022
Q1 | $742K | Buy |
+13,513
| New | +$742K | 0.05% | 217 |
|