D.A. Davidson & Co’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Sell |
181,292
-4,354
| -2% | -$307K | 0.09% | 173 |
|
|
2025
Q1 | $13.6M | Buy |
185,646
+6,234
| +3% | +$457K | 0.11% | 153 |
|
|
2024
Q4 | $11.2M | Buy |
179,412
+9,903
| +6% | +$620K | 0.09% | 175 |
|
|
2024
Q3 | $11.2M | Sell |
169,509
-4,397
| -3% | -$290K | 0.09% | 174 |
|
|
2024
Q2 | $12.6M | Sell |
173,906
-8,952
| -5% | -$646K | 0.11% | 147 |
|
|
2024
Q1 | $12.3M | Buy |
182,858
+2,376
| +1% | +$159K | 0.11% | 149 |
|
|
2023
Q4 | $11.9M | Sell |
180,482
-1,732
| -1% | -$114K | 0.12% | 141 |
|
|
2023
Q3 | $11.7M | Sell |
182,214
-3,660
| -2% | -$236K | 0.13% | 133 |
|
|
2023
Q2 | $11.2M | Buy |
185,874
+8,872
| +5% | +$536K | 0.12% | 139 |
|
|
2023
Q1 | $10.2M | Buy |
177,002
+8,657
| +5% | +$499K | 0.11% | 141 |
|
|
2022
Q4 | $9.58M | Sell |
168,345
-10,375
| -6% | -$590K | 0.11% | 149 |
|
|
2022
Q3 | $8.9M | Buy |
178,720
+9,672
| +6% | +$482K | 0.12% | 142 |
|
|
2022
Q2 | $8.84M | Buy |
169,048
+15,469
| +10% | +$809K | 0.11% | 153 |
|
|
2022
Q1 | $8.44M | Buy |
+153,579
| New | +$8.44M | 0.09% | 177 |
|