Householder Group Estate & Retirement Specialist’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$27K Sell
446
-175
-28% -$10.6K 0.02% 260
2024
Q3
$40K Hold
621
0.01% 523
2024
Q2
$44K Buy
621
+425
+217% +$30.1K 0.01% 503
2024
Q1
$13.1K Hold
196
﹤0.01% 756
2023
Q4
$12K Hold
196
﹤0.01% 732
2023
Q3
$12.6K Buy
+196
New +$12.6K ﹤0.01% 734
2023
Q1
$25K Buy
+434
New +$25K 0.01% 597
2022
Q4
Sell
-432
Closed -$21K 984
2022
Q3
$21K Buy
+432
New +$21K 0.01% 569