Independent Advisor Alliance’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
23,746
+5,184
| +28% | +$365K | 0.05% | 316 |
|
|
2025
Q1 | $1.36M | Buy |
18,562
+992
| +6% | +$72.7K | 0.04% | 321 |
|
|
2024
Q4 | $1.1M | Buy |
17,570
+1,215
| +7% | +$76.1K | 0.01% | 704 |
|
|
2024
Q3 | $1.08M | Sell |
16,355
-827
| -5% | -$54.5K | 0.04% | 320 |
|
|
2024
Q2 | $1.24M | Buy |
17,182
+152
| +0.9% | +$11K | 0.04% | 287 |
|
|
2024
Q1 | $1.14M | Sell |
17,030
-1,877
| -10% | -$126K | 0.04% | 300 |
|
|
2023
Q4 | $1.24M | Sell |
18,907
-343
| -2% | -$22.6K | 0.04% | 273 |
|
|
2023
Q3 | $1.24M | Buy |
19,250
+87
| +0.5% | +$5.6K | 0.06% | 263 |
|
|
2023
Q2 | $1.16M | Sell |
19,163
-266
| -1% | -$16.1K | 0.05% | 280 |
|
|
2023
Q1 | $1.12M | Sell |
19,429
-1,827
| -9% | -$105K | 0.05% | 279 |
|
|
2022
Q4 | $1.21K | Sell |
21,256
-147
| -0.7% | -$8 | ﹤0.01% | 289 |
|
|
2022
Q3 | $1.07M | Buy |
21,403
+1,421
| +7% | +$70.7K | 0.06% | 254 |
|
|
2022
Q2 | $1.05M | Buy |
+19,982
| New | +$1.05M | 0.06% | 262 |
|