Greenleaf 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 | $1.31M | Sell |
18,601
-70
| -0.4% | -$4.93K | 0.01% | 263 |
|
|
2025
Q1 | $1.37M | Sell |
18,671
-117
| -0.6% | -$8.57K | 0.01% | 263 |
|
|
2024
Q4 | $1.18M | Sell |
18,788
-10,158
| -35% | -$636K | 0.01% | 291 |
|
|
2024
Q3 | $1.91M | Buy |
28,946
+10,484
| +57% | +$691K | 0.02% | 209 |
|
|
2024
Q2 | $1.33M | Hold |
18,462
| – | – | 0.01% | 249 |
|
|
2024
Q1 | $1.24M | Sell |
18,462
-1,596
| -8% | -$107K | 0.01% | 262 |
|
|
2023
Q4 | $1.32M | Buy |
20,058
+2,182
| +12% | +$144K | 0.01% | 241 |
|
|
2023
Q3 | $1.15M | Sell |
17,876
-257
| -1% | -$16.5K | 0.01% | 241 |
|
|
2023
Q2 | $1.09M | Buy |
18,133
+3
| +0% | +$181 | 0.01% | 255 |
|
|
2023
Q1 | $1.04M | Buy |
18,130
+712
| +4% | +$41K | 0.01% | 275 |
|
|
2022
Q4 | $992K | Buy |
17,418
+944
| +6% | +$53.8K | 0.01% | 271 |
|
|
2022
Q3 | $820K | Sell |
16,474
-290
| -2% | -$14.4K | 0.01% | 275 |
|
|
2022
Q2 | $877K | Sell |
16,764
-4,690
| -22% | -$245K | 0.01% | 257 |
|
|
2022
Q1 | $1.18M | Buy |
+21,454
| New | +$1.18M | 0.01% | 220 |
|