Kestra Advisory Services’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.34M | Buy |
75,901
+10,132
| +15% | +$713K | 0.03% | 601 |
|
|
2025
Q1 | $4.82M | Sell |
65,769
-3,798
| -5% | -$278K | 0.02% | 587 |
|
|
2024
Q4 | $4.36M | Buy |
69,567
+12,785
| +23% | +$801K | 0.02% | 628 |
|
|
2024
Q3 | $3.74M | Sell |
56,782
-10,589
| -16% | -$698K | 0.02% | 680 |
|
|
2024
Q2 | $4.21M | Buy |
67,371
+3,126
| +5% | +$195K | 0.02% | 654 |
|
|
2024
Q1 | $4.31M | Buy |
64,245
+10,642
| +20% | +$713K | 0.03% | 575 |
|
|
2023
Q4 | $3.53M | Buy |
53,603
+765
| +1% | +$50.3K | 0.03% | 571 |
|
|
2023
Q3 | $3.4M | Buy |
52,838
+2,415
| +5% | +$155K | 0.03% | 508 |
|
|
2023
Q2 | $3.04M | Sell |
50,423
-300
| -0.6% | -$18.1K | 0.03% | 539 |
|
|
2023
Q1 | $2.92M | Sell |
50,723
-15,855
| -24% | -$912K | 0.03% | 520 |
|
|
2022
Q4 | $3.79M | Sell |
66,578
-774
| -1% | -$44.1K | 0.03% | 519 |
|
|
2022
Q3 | $3.35M | Buy |
67,352
+1,662
| +3% | +$82.7K | 0.04% | 486 |
|
|
2022
Q2 | $3.44M | Buy |
65,690
+13,440
| +26% | +$703K | 0.04% | 474 |
|
|
2022
Q1 | $2.87M | Buy |
+52,250
| New | +$2.87M | 0.03% | 548 |
|