Confluence Investment Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $985K | Sell |
13,989
-8,812
| -39% | -$620K | 0.01% | 206 |
|
|
2025
Q1 | $1.67M | Buy |
22,801
+790
| +4% | +$57.9K | 0.02% | 184 |
|
|
2024
Q4 | $1.38M | Buy |
22,011
+71
| +0.3% | +$4.45K | 0.02% | 187 |
|
|
2024
Q3 | $1.45M | Sell |
21,940
-663
| -3% | -$43.7K | 0.02% | 190 |
|
|
2024
Q2 | $1.63M | Buy |
22,603
+7,800
| +53% | +$563K | 0.02% | 186 |
|
|
2024
Q1 | $992K | Buy |
14,803
+146
| +1% | +$9.79K | 0.01% | 194 |
|
|
2023
Q4 | $964K | Sell |
14,657
-13
| -0.1% | -$855 | 0.01% | 202 |
|
|
2023
Q3 | $944K | Hold |
14,670
| – | – | 0.01% | 192 |
|
|
2023
Q2 | $886K | Sell |
14,670
-1,521
| -9% | -$91.8K | 0.01% | 197 |
|
|
2023
Q1 | $932K | Buy |
16,191
+557
| +4% | +$32.1K | 0.01% | 196 |
|
|
2022
Q4 | $890K | Sell |
15,634
-539
| -3% | -$30.7K | 0.01% | 200 |
|
|
2022
Q3 | $805K | Sell |
16,173
-299
| -2% | -$14.9K | 0.01% | 205 |
|
|
2022
Q2 | $861K | Sell |
16,472
-9
| -0.1% | -$470 | 0.01% | 203 |
|
|
2022
Q1 | $905K | Buy |
+16,481
| New | +$905K | 0.01% | 210 |
|