Concourse Financial Group Securities’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,920
| Closed | -$720K | – | 6953 |
|
|
2024
Q4 | $720K | Buy |
10,920
+315
| +3% | +$20.8K | 0.04% | 397 |
|
|
2024
Q3 | $699K | Sell |
10,605
-413
| -4% | -$27.2K | 0.04% | 385 |
|
|
2024
Q2 | $795K | Buy |
11,018
+374
| +4% | +$27K | 0.05% | 344 |
|
|
2024
Q1 | $714K | Sell |
10,644
-103
| -1% | -$6.91K | 0.05% | 370 |
|
|
2023
Q4 | $707K | Sell |
10,747
-676
| -6% | -$44.5K | 0.05% | 367 |
|
|
2023
Q3 | $735K | Sell |
11,423
-296
| -3% | -$19.1K | 0.06% | 337 |
|
|
2023
Q2 | $708K | Buy |
11,719
+47
| +0.4% | +$2.84K | 0.05% | 357 |
|
|
2023
Q1 | $672K | Sell |
11,672
-126
| -1% | -$7.25K | 0.05% | 363 |
|
|
2022
Q4 | $672K | Buy |
11,798
+2,210
| +23% | +$126K | 0.05% | 344 |
|
|
2022
Q3 | $477K | Buy |
9,588
+454
| +5% | +$22.6K | 0.05% | 360 |
|
|
2022
Q2 | $478K | Sell |
9,134
-145
| -2% | -$7.59K | 0.04% | 401 |
|
|
2022
Q1 | $510K | Buy |
+9,279
| New | +$510K | 0.04% | 416 |
|