Jacobi Capital Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
3,978
-1,817
| -31% | -$128K | 0.02% | 517 |
|
|
2025
Q1 | $425K | Sell |
5,795
-620
| -10% | -$45.4K | 0.03% | 401 |
|
|
2024
Q4 | $402K | Sell |
6,415
-163
| -2% | -$10.2K | 0.03% | 397 |
|
|
2024
Q3 | $434K | Buy |
6,578
+30
| +0.5% | +$1.98K | 0.03% | 381 |
|
|
2024
Q2 | $473K | Sell |
6,548
-42
| -0.6% | -$3.03K | 0.04% | 325 |
|
|
2024
Q1 | $442K | Buy |
6,590
+68
| +1% | +$4.56K | 0.04% | 327 |
|
|
2023
Q4 | $429K | Sell |
6,522
-375
| -5% | -$24.7K | 0.04% | 319 |
|
|
2023
Q3 | $444K | Sell |
6,897
-306
| -4% | -$19.7K | 0.05% | 290 |
|
|
2023
Q2 | $435K | Sell |
7,203
-726
| -9% | -$43.8K | 0.05% | 296 |
|
|
2023
Q1 | $456K | Sell |
7,929
-483
| -6% | -$27.8K | 0.05% | 285 |
|
|
2022
Q4 | $479K | Sell |
8,412
-76
| -0.9% | -$4.33K | 0.06% | 269 |
|
|
2022
Q3 | $422K | Buy |
8,488
+41
| +0.5% | +$2.04K | 0.06% | 274 |
|
|
2022
Q2 | $442K | Buy |
+8,447
| New | +$442K | 0.06% | 275 |
|