Greystone Financial Group’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.68M Buy
23,818
+499
+2% +$35.1K 0.28% 53
2025
Q1
$1.71M Sell
23,319
-120
-0.5% -$8.79K 0.31% 54
2024
Q4
$1.47M Buy
23,439
+1,753
+8% +$110K 0.26% 59
2024
Q3
$1.43M Sell
21,686
-68
-0.3% -$4.49K 0.26% 60
2024
Q2
$1.57M Buy
21,754
+1,890
+10% +$136K 0.31% 53
2024
Q1
$1.33M Buy
19,864
+3,829
+24% +$257K 0.27% 54
2023
Q4
$1.06M Sell
16,035
-920
-5% -$60.5K 0.24% 59
2023
Q3
$1.09M Sell
16,955
-555
-3% -$35.7K 0.27% 56
2023
Q2
$1.06M Sell
17,510
-3,379
-16% -$204K 0.25% 58
2023
Q1
$1.2M Buy
20,889
+974
+5% +$56K 0.3% 50
2022
Q4
$1.13M Buy
19,915
+7,353
+59% +$419K 0.33% 46
2022
Q3
$625K Buy
+12,562
New +$625K 0.21% 58