Dynamic Advisor Solutions’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Sell |
11,740
-541
| -4% | -$38.1K | 0.03% | 492 |
|
|
2025
Q1 | $900K | Sell |
12,281
-669
| -5% | -$49K | 0.03% | 448 |
|
|
2024
Q4 | $811K | Sell |
12,950
-4,444
| -26% | -$278K | 0.04% | 354 |
|
|
2024
Q3 | $1.15M | Sell |
17,394
-798
| -4% | -$52.6K | 0.03% | 419 |
|
|
2024
Q2 | $1.31M | Buy |
18,192
+4,788
| +36% | +$346K | 0.04% | 389 |
|
|
2024
Q1 | $899K | Buy |
13,404
+649
| +5% | +$43.5K | 0.03% | 462 |
|
|
2023
Q4 | $838K | Buy |
12,755
+354
| +3% | +$23.3K | 0.03% | 454 |
|
|
2023
Q3 | $798K | Buy |
12,401
+5,345
| +76% | +$344K | 0.04% | 404 |
|
|
2023
Q2 | $426K | Sell |
7,056
-147
| -2% | -$8.88K | 0.02% | 539 |
|
|
2023
Q1 | $414K | Sell |
7,203
-259
| -3% | -$14.9K | 0.02% | 516 |
|
|
2022
Q4 | $425K | Sell |
7,462
-425
| -5% | -$24.2K | 0.03% | 487 |
|
|
2022
Q3 | $392K | Buy |
7,887
+325
| +4% | +$16.2K | 0.03% | 451 |
|
|
2022
Q2 | $395K | Buy |
+7,562
| New | +$395K | 0.03% | 461 |
|