IFP Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
14,396
-1,092
| -7% | -$76.9K | 0.03% | 574 |
|
|
2025
Q1 | $1.14M | Buy |
15,488
+321
| +2% | +$23.5K | 0.04% | 523 |
|
|
2024
Q4 | $950K | Buy |
15,167
+713
| +5% | +$44.7K | 0.03% | 543 |
|
|
2024
Q3 | $953K | Sell |
14,454
-4,622
| -24% | -$305K | 0.03% | 491 |
|
|
2024
Q2 | $1.38M | Buy |
19,076
+1,877
| +11% | +$135K | 0.05% | 360 |
|
|
2024
Q1 | $1.15M | Sell |
17,199
-1,210
| -7% | -$81.1K | 0.05% | 383 |
|
|
2023
Q4 | $1.21M | Buy |
18,409
+141
| +0.8% | +$9.28K | 0.06% | 347 |
|
|
2023
Q3 | $1.18M | Buy |
18,268
+993
| +6% | +$63.9K | 0.05% | 355 |
|
|
2023
Q2 | $1.04M | Sell |
17,275
-2,052
| -11% | -$124K | 0.04% | 416 |
|
|
2023
Q1 | $1.02M | Sell |
19,327
-5,910
| -23% | -$311K | 0.04% | 390 |
|
|
2022
Q4 | $1.33M | Sell |
25,237
-20,521
| -45% | -$1.08M | 0.04% | 514 |
|
|
2022
Q3 | $2.42M | Buy |
45,758
+6,716
| +17% | +$354K | 0.06% | 335 |
|
|
2022
Q2 | $2.06M | Hold |
39,042
| – | – | 0.07% | 336 |
|
|
2022
Q1 | $2.06M | Buy |
+39,042
| New | +$2.06M | 0.07% | 336 |
|