Gladstone Institutional Advisory’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 |
-2,997
| Closed | -$220K | – | 782 |
|
|
2025
Q1 | $220K | Buy |
+2,997
| New | +$220K | 0.01% | 669 |
|
|
2024
Q4 | – | Sell |
-3,049
| Closed | -$201K | – | 735 |
|
|
2024
Q3 | $201K | Buy |
3,049
+9
| +0.3% | +$593 | 0.01% | 658 |
|
|
2024
Q2 | $219K | Buy |
+3,040
| New | +$219K | 0.01% | 607 |
|
|
2024
Q1 | – | Sell |
-3,441
| Closed | -$226K | – | 705 |
|
|
2023
Q4 | $226K | Sell |
3,441
-1,308
| -28% | -$86.1K | 0.01% | 597 |
|
|
2023
Q3 | $306K | Buy |
4,749
+1,070
| +29% | +$68.9K | 0.02% | 488 |
|
|
2023
Q2 | $222K | Sell |
3,679
-285
| -7% | -$17.2K | 0.01% | 581 |
|
|
2023
Q1 | $228K | Sell |
3,964
-971
| -20% | -$55.9K | 0.01% | 588 |
|
|
2022
Q4 | $281K | Buy |
4,935
+658
| +15% | +$37.5K | 0.02% | 511 |
|
|
2022
Q3 | $213K | Buy |
4,277
+337
| +9% | +$16.8K | 0.02% | 569 |
|
|
2022
Q2 | $206K | Buy |
+3,940
| New | +$206K | 0.02% | 601 |
|