Ellerson Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-6,835
| Closed | -$501K | – | 55 |
|
2025
Q1 | $501K | Sell |
6,835
-866
| -11% | -$63.5K | 0.4% | 35 |
|
2024
Q4 | $482K | Sell |
7,701
-150
| -2% | -$9.4K | 0.35% | 33 |
|
2024
Q3 | $518K | Buy |
7,851
+1,200
| +18% | +$79.1K | 0.41% | 33 |
|
2024
Q2 | $480K | Sell |
6,651
-1,200
| -15% | -$86.6K | 0.37% | 32 |
|
2024
Q1 | $526K | Sell |
7,851
-100
| -1% | -$6.7K | 0.4% | 33 |
|
2023
Q4 | $523K | Hold |
7,951
| – | – | 0.45% | 32 |
|
2023
Q3 | $512K | Buy |
7,951
+980
| +14% | +$63.1K | 0.48% | 34 |
|
2023
Q2 | $421K | Hold |
6,971
| – | – | 0.4% | 34 |
|
2023
Q1 | $401K | Sell |
6,971
-1,200
| -15% | -$69K | 0.43% | 31 |
|
2022
Q4 | $465K | Buy |
+8,171
| New | +$465K | 0.49% | 36 |
|