Eagle Rock Investment Company’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Hold |
9,250
| – | – | 0.1% | 105 |
|
|
2025
Q1 | $678K | Hold |
9,250
| – | – | 0.12% | 108 |
|
|
2024
Q4 | $580K | Hold |
9,250
| – | – | 0.1% | 111 |
|
|
2024
Q3 | $610K | Hold |
9,250
| – | – | 0.1% | 113 |
|
|
2024
Q2 | $668K | Hold |
9,250
| – | – | 0.12% | 102 |
|
|
2024
Q1 | $620K | Hold |
9,250
| – | – | 0.12% | 105 |
|
|
2023
Q4 | $609K | Sell |
9,250
-900
| -9% | -$59.2K | 0.12% | 102 |
|
|
2023
Q3 | $653K | Hold |
10,150
| – | – | 0.15% | 98 |
|
|
2023
Q2 | $617K | Hold |
10,150
| – | – | 0.13% | 100 |
|
|
2023
Q1 | $584K | Sell |
10,150
-8,400
| -45% | -$483K | 0.13% | 102 |
|
|
2022
Q4 | $1.09M | Buy |
18,550
+75
| +0.4% | +$4.42K | 0.25% | 87 |
|
|
2022
Q3 | $919K | Hold |
18,475
| – | – | 0.24% | 82 |
|
|
2022
Q2 | $966K | Buy |
18,475
+75
| +0.4% | +$3.92K | 0.24% | 82 |
|
|
2022
Q1 | $1.01M | Buy |
+18,400
| New | +$1.01M | 0.21% | 78 |
|