Keating Investment Counselors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
4,375
-300
| -6% | -$21.1K | 0.09% | 54 |
|
|
2025
Q1 | $343K | Hold |
4,675
| – | – | 0.1% | 54 |
|
|
2024
Q4 | $293K | Sell |
4,675
-1,125
| -19% | -$70.5K | 0.09% | 58 |
|
|
2024
Q3 | $383K | Hold |
5,800
| – | – | 0.11% | 55 |
|
|
2024
Q2 | $419K | Buy |
5,800
+1,200
| +26% | +$86.6K | 0.13% | 52 |
|
|
2024
Q1 | $308K | Buy |
4,600
+290
| +7% | +$19.4K | 0.1% | 68 |
|
|
2023
Q4 | $284K | Buy |
4,310
+375
| +10% | +$24.7K | 0.1% | 78 |
|
|
2023
Q3 | $253K | Buy |
+3,935
| New | +$253K | 0.09% | 77 |
|