HighPoint Advisor 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
$1.72M Sell
24,373
-239
-1% -$16.8K 0.09% 174
2025
Q1
$1.61M Buy
24,612
+62
+0.3% +$4.06K 0.09% 171
2024
Q4
$1.65M Buy
24,550
+308
+1% +$20.7K 0.09% 178
2024
Q3
$1.6M Sell
24,242
-948
-4% -$62.5K 0.09% 169
2024
Q2
$1.81M Buy
25,190
+1,577
+7% +$114K 0.11% 152
2024
Q1
$1.75M Buy
23,613
+397
+2% +$29.4K 0.12% 142
2023
Q4
$1.57M Buy
+23,216
New +$1.57M 0.11% 147
2022
Q2
$975K Buy
+20,319
New +$975K 0.11% 156