Cutter & Co Brokerage’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,413
| Closed | -$690K | – | 143 |
|
|
2025
Q1 | $690K | Sell |
9,413
-5,671
| -38% | -$416K | 0.16% | 82 |
|
|
2024
Q4 | $945K | Sell |
15,084
-1,202
| -7% | -$75.3K | 0.23% | 64 |
|
|
2024
Q3 | $1.07M | Sell |
16,286
-693
| -4% | -$45.7K | 0.24% | 64 |
|
|
2024
Q2 | $1.23M | Sell |
16,979
-106
| -0.6% | -$7.65K | 0.3% | 60 |
|
|
2024
Q1 | $1.15M | Sell |
17,085
-939
| -5% | -$63K | 0.28% | 61 |
|
|
2023
Q4 | $1.19M | Sell |
18,024
-3,821
| -17% | -$251K | 0.33% | 60 |
|
|
2023
Q3 | $1.41M | Sell |
21,845
-1,196
| -5% | -$77K | 0.41% | 47 |
|
|
2023
Q2 | $1.39M | Buy |
23,041
+69
| +0.3% | +$4.17K | 0.41% | 50 |
|
|
2023
Q1 | $1.32M | Sell |
22,972
-124
| -0.5% | -$7.14K | 0.41% | 53 |
|
|
2022
Q4 | $1.32M | Sell |
23,096
-470
| -2% | -$26.8K | 0.44% | 51 |
|
|
2022
Q3 | $1.17M | Buy |
23,566
+129
| +0.6% | +$6.42K | 0.44% | 53 |
|
|
2022
Q2 | $1.23M | Sell |
23,437
-367
| -2% | -$19.2K | 0.42% | 59 |
|
|
2022
Q1 | $1.31M | Buy |
+23,804
| New | +$1.31M | 0.39% | 61 |
|