Jones Financial Companies’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$14.2M Buy
2025
Q2
$11.4M Buy
2025
Q1
$9.12M Buy
2024
Q4
$5.73M Buy
2024
Q3
$3.8M Buy
2024
Q2
$2.09M Buy
2024
Q1
$475K Buy
2023
Q4
$191K Buy
2023
Q3
$177K Sell
2023
Q2
$167K Sell
2023
Q1
$247K Buy
2022
Q4
$200K Buy
2022
Q3
$162K Buy
2022
Q2
$170K Buy