Cooper Financial Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
3,853
+190
| +5% | +$13.4K | 0.03% | 317 |
|
|
2025
Q1 | $268K | Buy |
3,663
+109
| +3% | +$7.99K | 0.04% | 324 |
|
|
2024
Q4 | $223K | Buy |
3,554
+125
| +4% | +$7.83K | 0.03% | 360 |
|
|
2024
Q3 | $226K | Sell |
3,429
-8
| -0.2% | -$528 | 0.03% | 354 |
|
|
2024
Q2 | $248K | Sell |
3,437
-395
| -10% | -$28.5K | 0.04% | 334 |
|
|
2024
Q1 | $257K | Buy |
3,832
+17
| +0.4% | +$1.14K | 0.04% | 308 |
|
|
2023
Q4 | $251K | Sell |
3,815
-315
| -8% | -$20.7K | 0.05% | 297 |
|
|
2023
Q3 | $266K | Buy |
4,130
+122
| +3% | +$7.86K | 0.06% | 266 |
|
|
2023
Q2 | $242K | Buy |
4,008
+22
| +0.6% | +$1.33K | 0.06% | 280 |
|
|
2023
Q1 | $229K | Buy |
3,986
+319
| +9% | +$18.4K | 0.06% | 271 |
|
|
2022
Q4 | $209K | Sell |
3,667
-910
| -20% | -$51.8K | 0.06% | 276 |
|
|
2022
Q3 | $228K | Sell |
4,577
-1,184
| -21% | -$59K | 0.08% | 230 |
|
|
2022
Q2 | $301K | Buy |
+5,761
| New | +$301K | 0.11% | 181 |
|