Graves Light Lenhart Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Hold |
3,196
| – | – | 0.03% | 177 |
|
|
2025
Q1 | $234K | Hold |
3,196
| – | – | 0.03% | 163 |
|
|
2024
Q4 | $200K | Hold |
3,196
| – | – | 0.02% | 177 |
|
|
2024
Q3 | $211K | Hold |
3,196
| – | – | 0.03% | 175 |
|
|
2024
Q2 | $233K | Hold |
3,196
| – | – | 0.03% | 164 |
|
|
2024
Q1 | $214K | Hold |
3,196
| – | – | 0.02% | 172 |
|
|
2023
Q4 | $210K | Hold |
3,196
| – | – | 0.03% | 169 |
|
|
2023
Q3 | $206K | Sell |
3,196
-408
| -11% | -$26.3K | 0.03% | 163 |
|
|
2023
Q2 | $218K | Buy |
+3,604
| New | +$218K | 0.03% | 169 |
|
|
2022
Q4 | – | Sell |
-4,764
| Closed | -$237K | – | 178 |
|
|
2022
Q3 | $237K | Hold |
4,764
| – | – | 0.04% | 150 |
|
|
2022
Q2 | $249K | Hold |
4,764
| – | – | 0.04% | 153 |
|
|
2022
Q1 | $262K | Buy |
+4,764
| New | +$262K | 0.04% | 155 |
|