Financial Counselors Inc’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 |
-21,265
| Closed | -$1.56M | – | 435 |
|
|
2025
Q1 | $1.56M | Sell |
21,265
-3,386
| -14% | -$248K | 0.02% | 289 |
|
|
2024
Q4 | $1.54M | Buy |
24,651
+1,563
| +7% | +$97.9K | 0.02% | 294 |
|
|
2024
Q3 | $1.52M | Buy |
23,088
+363
| +2% | +$23.9K | 0.02% | 297 |
|
|
2024
Q2 | $1.64M | Sell |
22,725
-1,818
| -7% | -$131K | 0.03% | 283 |
|
|
2024
Q1 | $1.65M | Sell |
24,543
-1,288
| -5% | -$86.3K | 0.03% | 283 |
|
|
2023
Q4 | $1.7M | Sell |
25,831
-4,948
| -16% | -$326K | 0.03% | 284 |
|
|
2023
Q3 | $1.98M | Buy |
30,779
+176
| +0.6% | +$11.3K | 0.04% | 258 |
|
|
2023
Q2 | $1.85M | Buy |
30,603
+5,084
| +20% | +$307K | 0.04% | 256 |
|
|
2023
Q1 | $1.47M | Sell |
25,519
-1,302
| -5% | -$74.9K | 0.03% | 275 |
|
|
2022
Q4 | $1.53M | Buy |
26,821
+2,135
| +9% | +$122K | 0.03% | 272 |
|
|
2022
Q3 | $1.23M | Sell |
24,686
-784
| -3% | -$39K | 0.03% | 275 |
|
|
2022
Q2 | $1.33M | Sell |
25,470
-30
| -0.1% | -$1.57K | 0.03% | 271 |
|
|
2022
Q1 | $1.4M | Buy |
+25,500
| New | +$1.4M | 0.03% | 279 |
|