Kelly Lawrence W & Associates’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
24,423
-800
| -3% | -$56.3K | 0.45% | 33 |
|
|
2025
Q1 | $1.85M | Hold |
25,223
| – | – | 0.45% | 35 |
|
|
2024
Q4 | $1.58M | Hold |
25,223
| – | – | 0.37% | 38 |
|
|
2024
Q3 | $1.66M | Buy |
25,223
+1,600
| +7% | +$106K | 0.38% | 39 |
|
|
2024
Q2 | $1.71M | Buy |
23,623
+1,600
| +7% | +$115K | 0.39% | 40 |
|
|
2024
Q1 | $1.48M | Buy |
22,023
+1,600
| +8% | +$107K | 0.34% | 40 |
|
|
2023
Q4 | $1.34M | Sell |
20,423
-2,000
| -9% | -$132K | 0.32% | 40 |
|
|
2023
Q3 | $1.44M | Hold |
22,423
| – | – | 0.39% | 40 |
|
|
2023
Q2 | $1.35M | Sell |
22,423
-33
| -0.1% | -$1.99K | 0.35% | 40 |
|
|
2023
Q1 | $1.29M | Hold |
22,456
| – | – | 0.35% | 39 |
|
|
2022
Q4 | $1.28M | Sell |
22,456
-3,301
| -13% | -$188K | 0.36% | 41 |
|
|
2022
Q3 | $1.28M | Hold |
25,757
| – | – | 0.36% | 41 |
|
|
2022
Q2 | $1.35M | Buy |
25,757
+33
| +0.1% | +$1.73K | 0.37% | 40 |
|
|
2022
Q1 | $1.41M | Buy |
+25,724
| New | +$1.41M | 0.3% | 41 |
|