Crescent Sterling’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $998K | Sell |
14,173
-503
| -3% | -$35.4K | 1.12% | 29 |
|
2025
Q1 | $1.08M | Sell |
14,676
-345
| -2% | -$25.3K | 1.1% | 26 |
|
2024
Q4 | $941K | Sell |
15,021
-1,267
| -8% | -$79.4K | 0.97% | 32 |
|
2024
Q3 | $1.07M | Sell |
16,288
-1,189
| -7% | -$78.4K | 1.02% | 30 |
|
2024
Q2 | $1.26M | Hold |
17,477
| – | – | 1.21% | 28 |
|
2024
Q1 | $1.17M | Sell |
17,477
-3,470
| -17% | -$233K | 1.07% | 31 |
|
2023
Q4 | $1.38M | Sell |
20,947
-411
| -2% | -$27K | 1.37% | 25 |
|
2023
Q3 | $1.38M | Sell |
21,358
-255
| -1% | -$16.4K | 1.45% | 23 |
|
2023
Q2 | $1.3M | Sell |
21,613
-900
| -4% | -$54.3K | 1.24% | 26 |
|
2023
Q1 | $1.3M | Sell |
22,513
-50
| -0.2% | -$2.88K | 1.26% | 26 |
|
2022
Q4 | $1.28M | Buy |
+22,563
| New | +$1.28M | 1.38% | 24 |
|