Evoke Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Buy |
12,748
+1,124
| +10% | +$79.1K | 0.02% | 242 |
|
|
2025
Q1 | $852K | Buy |
11,624
+15
| +0.1% | +$1.1K | 0.02% | 213 |
|
|
2024
Q4 | $727K | Buy |
11,609
+10
| +0.1% | +$626 | 0.02% | 212 |
|
|
2024
Q3 | $765K | Buy |
+11,599
| New | +$765K | 0.02% | 202 |
|
|
2024
Q2 | – | Sell |
-11,605
| Closed | -$778K | – | 334 |
|
|
2024
Q1 | $778K | Buy |
+11,605
| New | +$778K | 0.02% | 196 |
|
|
2023
Q4 | – | Sell |
-10,953
| Closed | -$705K | – | 304 |
|
|
2023
Q3 | $705K | Buy |
10,953
+132
| +1% | +$8.5K | 0.02% | 205 |
|
|
2023
Q2 | $653K | Buy |
10,821
+135
| +1% | +$8.15K | 0.02% | 198 |
|
|
2023
Q1 | $615K | Buy |
10,686
+72
| +0.7% | +$4.14K | 0.02% | 194 |
|
|
2022
Q4 | $604K | Buy |
10,614
+620
| +6% | +$35.3K | 0.02% | 202 |
|
|
2022
Q3 | $497K | Hold |
9,994
| – | – | 0.02% | 208 |
|
|
2022
Q2 | $523K | Hold |
9,994
| – | – | 0.02% | 209 |
|
|
2022
Q1 | $549K | Buy |
+9,994
| New | +$549K | 0.02% | 225 |
|