Independent Financial Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.3M | Buy |
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|
2025
Q4 | $997K | Sell |
|
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|
2025
Q3 | $1.01M | Buy |
|
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|
2025
Q2 | $931K | Buy |
|
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|
2025
Q1 | $968K | Buy |
|
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|
2024
Q4 | $801K | Buy |
|
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|
2024
Q3 | $836K | Sell |
|
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|
2024
Q2 | $930K | Buy |
|
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|
2024
Q1 | $762K | Sell |
|
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|
2023
Q4 | $757K | Buy |
|
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|
2023
Q3 | $673K | Buy |
|
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|
2023
Q2 | $613K | Buy |
|
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|
2023
Q1 | $562K | Buy |
|
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|
2022
Q4 | $539K | Sell |
|
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|
2022
Q3 | $481K | Sell |
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|
2022
Q2 | $510K | Sell |
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|
2022
Q1 | $547K | Buy |
|