Global Financial Private Client’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 |
-700
| Closed | -$51.3K | – | 1348 |
|
|
2025
Q1 | $51.3K | Hold |
700
| – | – | 0.02% | 326 |
|
|
2024
Q4 | $43.9K | Sell |
700
-37
| -5% | -$2.32K | 0.02% | 332 |
|
|
2024
Q3 | $48.6K | Buy |
737
+205
| +39% | +$13.5K | 0.02% | 321 |
|
|
2024
Q2 | $38.4K | Hold |
532
| – | – | 0.02% | 327 |
|
|
2024
Q1 | $36.1K | Sell |
532
-673
| -56% | -$45.7K | 0.02% | 337 |
|
|
2023
Q4 | $79.3K | Hold |
1,205
| – | – | 0.04% | 257 |
|
|
2023
Q3 | $76.3K | Hold |
1,205
| – | – | 0.04% | 242 |
|
|
2023
Q2 | $73.3K | Sell |
1,205
-23
| -2% | -$1.4K | 0.04% | 254 |
|
|
2023
Q1 | $74.3K | Hold |
1,228
| – | – | 0.04% | 242 |
|
|
2022
Q4 | $69.9K | Buy |
1,228
+23
| +2% | +$1.31K | 0.04% | 237 |
|
|
2022
Q3 | $63.1K | Sell |
1,205
-10
| -0.8% | -$523 | 0.04% | 240 |
|
|
2022
Q2 | $63.1K | Sell |
1,215
-20
| -2% | -$1.04K | 0.04% | 240 |
|
|
2022
Q1 | $68.9K | Buy |
+1,235
| New | +$68.9K | 0.03% | 240 |
|
|
2021
Q4 | – | Sell |
-1,200
| Closed | -$54.5K | – | 651 |
|
|
2021
Q3 | $54.5K | Hold |
1,200
| – | – | 0.03% | 240 |
|
|
2021
Q2 | $49.7K | Hold |
1,200
| – | – | 0.03% | 249 |
|
|
2021
Q1 | $48.2K | Hold |
1,200
| – | – | 0.03% | 208 |
|
|
2020
Q4 | $42.2K | Hold |
1,200
| – | – | 0.03% | 209 |
|
|
2020
Q3 | $29.1K | Hold |
1,200
| – | – | 0.03% | 230 |
|
|
2020
Q2 | $39.3K | Hold |
1,200
| – | – | 0.03% | 236 |
|
|
2020
Q1 | $42.4K | Hold |
1,200
| – | – | 0.04% | 223 |
|
|
2019
Q4 | $70.8K | Buy |
+1,200
| New | +$70.8K | 0.06% | 201 |
|