JNBA Financial 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 | $28.2K | Sell |
400
-147
| -27% | -$10.4K | ﹤0.01% | 354 |
|
|
2025
Q1 | $40.1K | Hold |
547
| – | – | ﹤0.01% | 308 |
|
|
2024
Q4 | $34.3K | Hold |
547
| – | – | ﹤0.01% | 322 |
|
|
2024
Q3 | $36.1K | Buy |
547
+79
| +17% | +$5.21K | ﹤0.01% | 323 |
|
|
2024
Q2 | $33.8K | Hold |
468
| – | – | ﹤0.01% | 324 |
|
|
2024
Q1 | $31.4K | Hold |
468
| – | – | ﹤0.01% | 337 |
|
|
2023
Q4 | $30.8K | Hold |
468
| – | – | ﹤0.01% | 342 |
|
|
2023
Q3 | $30.1K | Buy |
468
+13
| +3% | +$837 | ﹤0.01% | 337 |
|
|
2023
Q2 | $27.5K | Sell |
455
-127
| -22% | -$7.67K | ﹤0.01% | 354 |
|
|
2023
Q1 | $33.5K | Buy |
582
+127
| +28% | +$7.31K | ﹤0.01% | 329 |
|
|
2022
Q4 | $25.9K | Hold |
455
| – | – | ﹤0.01% | 344 |
|
|
2022
Q3 | $23K | Sell |
455
-61
| -12% | -$3.08K | ﹤0.01% | 359 |
|
|
2022
Q2 | $27K | Sell |
516
-8
| -2% | -$419 | ﹤0.01% | 355 |
|
|
2022
Q1 | $29K | Buy |
+524
| New | +$29K | ﹤0.01% | 356 |
|