HF Advisory 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 | $2.71M | Buy |
38,465
+6,499
| +20% | +$458K | 1.07% | 26 |
|
|
2025
Q1 | $2.34M | Buy |
31,966
+2,406
| +8% | +$176K | 1.02% | 32 |
|
|
2024
Q4 | $1.85M | Buy |
29,560
+4,028
| +16% | +$252K | 0.85% | 41 |
|
|
2024
Q3 | $1.68M | Buy |
25,532
+1,993
| +8% | +$131K | 0.78% | 45 |
|
|
2024
Q2 | $1.7M | Sell |
23,539
-601
| -2% | -$43.4K | 0.88% | 40 |
|
|
2024
Q1 | $1.62M | Buy |
24,140
+812
| +3% | +$54.4K | 0.91% | 38 |
|
|
2023
Q4 | $1.53M | Sell |
23,328
-920
| -4% | -$60.5K | 0.98% | 35 |
|
|
2023
Q3 | $1.56M | Buy |
24,248
+1,671
| +7% | +$108K | 1.16% | 22 |
|
|
2023
Q2 | $1.36M | Buy |
22,577
+2,697
| +14% | +$163K | 1.08% | 29 |
|
|
2023
Q1 | $1.14M | Buy |
19,880
+3,360
| +20% | +$193K | 1.02% | 30 |
|
|
2022
Q4 | $941K | Buy |
+16,520
| New | +$941K | 0.95% | 33 |
|