Confluence Investment Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $985K | Sell |
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|
2025
Q1 | $1.67M | Buy |
|
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|
2024
Q4 | $1.38M | Buy |
|
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|
2024
Q3 | $1.45M | Sell |
|
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|
2024
Q2 | $1.63M | Buy |
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|
2024
Q1 | $992K | Buy |
|
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|
2023
Q4 | $964K | Sell |
|
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|
2023
Q3 | $944K | Hold |
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|
2023
Q2 | $886K | Sell |
|
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|
2023
Q1 | $932K | Buy |
|
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|
2022
Q4 | $890K | Sell |
|
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|
2022
Q3 | $805K | Sell |
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|
2022
Q2 | $861K | Sell |
|
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|
2022
Q1 | $905K | Buy |
|