CreativeOne Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Buy |
8,620
+563
| +7% | +$39.6K | 0.02% | 676 |
|
|
2025
Q1 | $590K | Sell |
8,057
-831
| -9% | -$60.9K | 0.02% | 640 |
|
|
2024
Q4 | $557K | Buy |
8,888
+564
| +7% | +$35.3K | 0.02% | 659 |
|
|
2024
Q3 | $549K | Buy |
8,324
+417
| +5% | +$27.5K | 0.02% | 599 |
|
|
2024
Q2 | $571K | Sell |
7,907
-471
| -6% | -$34K | 0.03% | 445 |
|
|
2024
Q1 | $561K | Buy |
8,378
+1,361
| +19% | +$91.1K | 0.02% | 536 |
|
|
2023
Q4 | $461K | Sell |
7,017
-474
| -6% | -$31.1K | 0.03% | 390 |
|
|
2023
Q3 | $482K | Sell |
7,491
-1,539
| -17% | -$99K | 0.03% | 342 |
|
|
2023
Q2 | $545K | Buy |
9,030
+722
| +9% | +$43.6K | 0.03% | 471 |
|
|
2023
Q1 | $478K | Buy |
8,308
+145
| +2% | +$8.34K | 0.02% | 481 |
|
|
2022
Q4 | $465K | Sell |
8,163
-825
| -9% | -$47K | 0.03% | 455 |
|
|
2022
Q3 | $448K | Buy |
8,988
+22
| +0.2% | +$1.1K | 0.03% | 435 |
|
|
2022
Q2 | $469K | Sell |
8,966
-588
| -6% | -$30.8K | 0.03% | 435 |
|
|
2022
Q1 | $525K | Buy |
+9,554
| New | +$525K | 0.03% | 420 |
|