Douglas Lane & Associates’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Sell |
418,159
-96,318
| -19% | -$6.78M | 0.43% | 88 |
|
|
2025
Q1 | $37.7M | Sell |
514,477
-103,839
| -17% | -$7.61M | 0.56% | 73 |
|
|
2024
Q4 | $38.7M | Sell |
618,316
-96,226
| -13% | -$6.03M | 0.55% | 76 |
|
|
2024
Q3 | $47.1M | Sell |
714,542
-92,161
| -11% | -$6.08M | 0.65% | 61 |
|
|
2024
Q2 | $58.2M | Sell |
806,703
-42,777
| -5% | -$3.09M | 0.83% | 48 |
|
|
2024
Q1 | $56.9M | Sell |
849,480
-66,161
| -7% | -$4.44M | 0.8% | 52 |
|
|
2023
Q4 | $60.2M | Sell |
915,641
-159,064
| -15% | -$10.5M | 0.93% | 46 |
|
|
2023
Q3 | $69.2M | Sell |
1,074,705
-55,541
| -5% | -$3.58M | 1.16% | 36 |
|
|
2023
Q2 | $68.2M | Sell |
1,130,246
-42,370
| -4% | -$2.56M | 1.1% | 38 |
|
|
2023
Q1 | $67.5M | Sell |
1,172,616
-38,141
| -3% | -$2.19M | 1.12% | 39 |
|
|
2022
Q4 | $69M | Sell |
1,210,757
-73,093
| -6% | -$4.16M | 1.15% | 42 |
|
|
2022
Q3 | $63.9M | Sell |
1,283,850
-9,699
| -0.7% | -$483K | 1.18% | 32 |
|
|
2022
Q2 | $67.6M | Sell |
1,293,549
-26,649
| -2% | -$1.39M | 1.15% | 34 |
|
|
2022
Q1 | $72.5M | Buy |
+1,320,198
| New | +$72.5M | 1.02% | 38 |
|