Farther Finance Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
16,570
+6,851
| +70% | +$482K | 0.02% | 533 |
|
|
2025
Q1 | $710K | Buy |
9,719
+2,970
| +44% | +$217K | 0.02% | 639 |
|
|
2024
Q4 | $423K | Sell |
6,749
-1,957
| -22% | -$123K | 0.02% | 653 |
|
|
2024
Q3 | $574K | Buy |
8,706
+756
| +10% | +$49.9K | 0.02% | 535 |
|
|
2024
Q2 | $579K | Buy |
7,950
+1,268
| +19% | +$92.4K | 0.03% | 437 |
|
|
2024
Q1 | $454K | Sell |
6,682
-820
| -11% | -$55.7K | 0.03% | 421 |
|
|
2023
Q4 | $494K | Buy |
7,502
+4,645
| +163% | +$306K | 0.04% | 355 |
|
|
2023
Q3 | $184K | Buy |
2,857
+2,100
| +277% | +$135K | 0.03% | 405 |
|
|
2023
Q2 | $45.7K | Buy |
757
+45
| +6% | +$2.72K | 0.01% | 705 |
|
|
2023
Q1 | $41K | Sell |
712
-10
| -1% | -$575 | 0.01% | 663 |
|
|
2022
Q4 | $41.1K | Buy |
+722
| New | +$41.1K | 0.02% | 534 |
|