Jones Financial Companies’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
160,867
+35,480
| +28% | +$2.52M | 0.01% | 339 |
|
|
2025
Q1 | $9.12M | Buy |
125,387
+33,853
| +37% | +$2.46M | 0.01% | 329 |
|
|
2024
Q4 | $5.73M | Buy |
91,534
+34,103
| +59% | +$2.14M | 0.01% | 342 |
|
|
2024
Q3 | $3.8M | Buy |
57,431
+28,544
| +99% | +$1.89M | ﹤0.01% | 329 |
|
|
2024
Q2 | $2.09M | Buy |
28,887
+21,797
| +307% | +$1.57M | ﹤0.01% | 311 |
|
|
2024
Q1 | $475K | Buy |
7,090
+4,183
| +144% | +$280K | ﹤0.01% | 334 |
|
|
2023
Q4 | $191K | Buy |
2,907
+161
| +6% | +$10.6K | ﹤0.01% | 331 |
|
|
2023
Q3 | $177K | Sell |
2,746
-27
| -1% | -$1.74K | ﹤0.01% | 273 |
|
|
2023
Q2 | $167K | Sell |
2,773
-1,519
| -35% | -$91.7K | ﹤0.01% | 274 |
|
|
2023
Q1 | $247K | Buy |
4,292
+774
| +22% | +$44.5K | ﹤0.01% | 258 |
|
|
2022
Q4 | $200K | Buy |
3,518
+265
| +8% | +$15.1K | ﹤0.01% | 258 |
|
|
2022
Q3 | $162K | Buy |
3,253
+4
| +0.1% | +$199 | ﹤0.01% | 260 |
|
|
2022
Q2 | $170K | Buy |
+3,249
| New | +$170K | ﹤0.01% | 247 |
|