J.W. Cole 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 | $1.99M | Sell |
28,279
-123
| -0.4% | -$8.66K | 0.04% | 419 |
|
|
2025
Q1 | $2.08M | Buy |
28,402
+13,528
| +91% | +$991K | 0.06% | 310 |
|
|
2024
Q4 | $932K | Buy |
14,874
+2,615
| +21% | +$164K | 0.04% | 432 |
|
|
2024
Q3 | $808K | Sell |
12,259
-602
| -5% | -$39.7K | 0.03% | 446 |
|
|
2024
Q2 | $928K | Buy |
12,861
+887
| +7% | +$64K | 0.04% | 368 |
|
|
2024
Q1 | $804K | Sell |
11,974
-47
| -0.4% | -$3.15K | 0.04% | 391 |
|
|
2023
Q4 | $791K | Buy |
12,021
+1,878
| +19% | +$124K | 0.05% | 343 |
|
|
2023
Q3 | $653K | Buy |
10,143
+956
| +10% | +$61.5K | 0.05% | 350 |
|
|
2023
Q2 | $555K | Buy |
9,187
+253
| +3% | +$15.3K | 0.04% | 396 |
|
|
2023
Q1 | $514K | Buy |
8,934
+878
| +11% | +$50.5K | 0.04% | 442 |
|
|
2022
Q4 | $459K | Buy |
8,056
+948
| +13% | +$54K | 0.04% | 442 |
|
|
2022
Q3 | $354K | Buy |
7,108
+666
| +10% | +$33.2K | 0.03% | 484 |
|
|
2022
Q2 | $337K | Sell |
6,442
-102
| -2% | -$5.34K | 0.03% | 513 |
|
|
2022
Q1 | $359K | Buy |
+6,544
| New | +$359K | 0.02% | 561 |
|