FineMark National Bank & Trust’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
171,671
-1,037
| -0.6% | -$73K | 0.41% | 69 |
|
|
2025
Q1 | $12.7M | Sell |
172,708
-1,906
| -1% | -$140K | 0.46% | 66 |
|
|
2024
Q4 | $10.9M | Sell |
174,614
-2,238
| -1% | -$140K | 0.38% | 78 |
|
|
2024
Q3 | $11.7M | Sell |
176,852
-3,402
| -2% | -$224K | 0.41% | 75 |
|
|
2024
Q2 | $13M | Sell |
180,254
-1,254
| -0.7% | -$90.5K | 0.48% | 63 |
|
|
2024
Q1 | $12.2M | Sell |
181,508
-2,016
| -1% | -$135K | 0.45% | 67 |
|
|
2023
Q4 | $12.1M | Sell |
183,524
-1,119
| -0.6% | -$73.6K | 0.49% | 58 |
|
|
2023
Q3 | $11.9M | Sell |
184,643
-4,728
| -2% | -$304K | 0.52% | 51 |
|
|
2023
Q2 | $11.4M | Sell |
189,371
-2,646
| -1% | -$160K | 0.47% | 54 |
|
|
2023
Q1 | $11M | Buy |
192,017
+4,471
| +2% | +$257K | 0.47% | 58 |
|
|
2022
Q4 | $10.7M | Sell |
187,546
-560
| -0.3% | -$31.9K | 0.48% | 53 |
|
|
2022
Q3 | $9.36M | Buy |
188,106
+2,092
| +1% | +$104K | 0.45% | 52 |
|
|
2022
Q2 | $9.73M | Buy |
186,014
+12,493
| +7% | +$653K | 0.43% | 58 |
|
|
2022
Q1 | $9.53M | Buy |
+173,521
| New | +$9.53M | 0.38% | 65 |
|