Doliver 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 | $291K | Hold |
4,132
| – | – | 0.08% | 146 |
|
|
2025
Q1 | $303K | Buy |
4,132
+500
| +14% | +$36.6K | 0.09% | 136 |
|
|
2024
Q4 | $228K | Buy |
3,632
+180
| +5% | +$11.3K | 0.06% | 149 |
|
|
2024
Q3 | $228K | Buy |
3,452
+55
| +2% | +$3.63K | 0.06% | 140 |
|
|
2024
Q2 | $245K | Hold |
3,397
| – | – | 0.07% | 136 |
|
|
2024
Q1 | $228K | Sell |
3,397
-300
| -8% | -$20.1K | 0.06% | 135 |
|
|
2023
Q4 | $243K | Hold |
3,697
| – | – | 0.07% | 132 |
|
|
2023
Q3 | $238K | Buy |
3,697
+72
| +2% | +$4.64K | 0.07% | 135 |
|
|
2023
Q2 | $219K | Hold |
3,625
| – | – | 0.07% | 152 |
|
|
2023
Q1 | $209K | Hold |
3,625
| – | – | 0.07% | 153 |
|
|
2022
Q4 | $206K | Buy |
+3,625
| New | +$206K | 0.07% | 142 |
|