Equitable Holdings’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
7,272
+672
| +10% | +$47.3K | ﹤0.01% | 993 |
|
|
2025
Q1 | $484K | Sell |
6,600
-46
| -0.7% | -$3.37K | ﹤0.01% | 924 |
|
|
2024
Q4 | $416K | Sell |
6,646
-649
| -9% | -$40.7K | ﹤0.01% | 929 |
|
|
2024
Q3 | $481K | Sell |
7,295
-6
| -0.1% | -$396 | ﹤0.01% | 880 |
|
|
2024
Q2 | $527K | Buy |
7,301
+56
| +0.8% | +$4.04K | 0.01% | 820 |
|
|
2024
Q1 | $486K | Sell |
7,245
-1,204
| -14% | -$80.7K | 0.01% | 813 |
|
|
2023
Q4 | $556K | Buy |
8,449
+788
| +10% | +$51.8K | 0.01% | 734 |
|
|
2023
Q3 | $493K | Buy |
7,661
+246
| +3% | +$15.8K | 0.01% | 720 |
|
|
2023
Q2 | $448K | Buy |
7,415
+1,033
| +16% | +$62.4K | 0.01% | 734 |
|
|
2023
Q1 | $367K | Buy |
+6,382
| New | +$367K | 0.01% | 736 |
|