Crescent Grove Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Buy |
+5,727
| New | +$403K | 0.04% | 180 |
|
|
2024
Q4 | – | Sell |
-8,835
| Closed | -$583K | – | 294 |
|
|
2024
Q3 | $583K | Buy |
8,835
+1,531
| +21% | +$101K | 0.06% | 155 |
|
|
2024
Q2 | $527K | Sell |
7,304
-520
| -7% | -$37.5K | 0.06% | 159 |
|
|
2024
Q1 | $525K | Buy |
7,824
+26
| +0.3% | +$1.74K | 0.05% | 179 |
|
|
2023
Q4 | $513K | Buy |
7,798
+3,269
| +72% | +$215K | 0.06% | 170 |
|
|
2023
Q3 | $292K | Buy |
4,529
+36
| +0.8% | +$2.32K | 0.04% | 226 |
|
|
2023
Q2 | $271K | Sell |
4,493
-1,482
| -25% | -$89.5K | 0.03% | 242 |
|
|
2023
Q1 | $344K | Sell |
5,975
-3,234
| -35% | -$186K | 0.04% | 218 |
|
|
2022
Q4 | $524K | Buy |
9,209
+1,901
| +26% | +$108K | 0.05% | 170 |
|
|
2022
Q3 | $364K | Buy |
+7,308
| New | +$364K | 0.04% | 187 |
|