HBK Sorce Advisory’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
16,326
-588
| -3% | -$41.4K | 0.03% | 201 |
|
|
2025
Q1 | $1.24M | Buy |
16,914
+1,789
| +12% | +$131K | 0.04% | 187 |
|
|
2024
Q4 | $948K | Buy |
15,125
+1,052
| +7% | +$65.9K | 0.03% | 218 |
|
|
2024
Q3 | $928K | Sell |
14,073
-1,193
| -8% | -$78.7K | 0.03% | 229 |
|
|
2024
Q2 | $1.1M | Buy |
15,266
+581
| +4% | +$41.9K | 0.04% | 200 |
|
|
2024
Q1 | $984K | Sell |
14,685
-933
| -6% | -$62.5K | 0.03% | 217 |
|
|
2023
Q4 | $1.03M | Sell |
15,618
-122
| -0.8% | -$8.03K | 0.04% | 200 |
|
|
2023
Q3 | $1.01M | Buy |
15,740
+295
| +2% | +$19K | 0.04% | 197 |
|
|
2023
Q2 | $933K | Sell |
15,445
-601
| -4% | -$36.3K | 0.04% | 213 |
|
|
2023
Q1 | $923K | Buy |
+16,046
| New | +$923K | 0.04% | 212 |
|
|
2022
Q3 | – | Sell |
-16,130
| Closed | -$843K | – | 637 |
|
|
2022
Q2 | $843K | Sell |
16,130
-1,563
| -9% | -$81.7K | 0.06% | 175 |
|
|
2022
Q1 | $972K | Buy |
+17,693
| New | +$972K | 0.05% | 202 |
|