Golden State Equity Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
3,348
-214
| -6% | -$15.1K | 0.04% | 386 |
|
|
2025
Q1 | $261K | Buy |
3,562
+173
| +5% | +$12.7K | 0.05% | 364 |
|
|
2024
Q4 | $212K | Buy |
3,389
+542
| +19% | +$34K | 0.04% | 401 |
|
|
2024
Q3 | $188K | Sell |
2,847
-534
| -16% | -$35.2K | 0.1% | 193 |
|
|
2024
Q2 | $244K | Buy |
+3,381
| New | +$244K | 0.05% | 353 |
|
|
2023
Q4 | $208K | Buy |
3,166
+1
| +0% | +$66 | 0.05% | 338 |
|
|
2023
Q3 | $204K | Buy |
+3,165
| New | +$204K | 0.06% | 311 |
|