Kestra Private Wealth 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 | $2.57M | Buy |
36,567
+191
| +0.5% | +$13.4K | 0.04% | 430 |
|
|
2025
Q1 | $2.67M | Sell |
36,376
-544
| -1% | -$39.9K | 0.04% | 385 |
|
|
2024
Q4 | $2.31M | Buy |
36,920
+8,539
| +30% | +$535K | 0.04% | 400 |
|
|
2024
Q3 | $1.87M | Sell |
28,381
-13,510
| -32% | -$891K | 0.03% | 437 |
|
|
2024
Q2 | $3.02M | Sell |
41,891
-1,835
| -4% | -$132K | 0.06% | 298 |
|
|
2024
Q1 | $2.93M | Buy |
43,726
+879
| +2% | +$58.9K | 0.07% | 289 |
|
|
2023
Q4 | $2.82M | Buy |
42,847
+413
| +1% | +$27.2K | 0.07% | 280 |
|
|
2023
Q3 | $2.73M | Buy |
42,434
+15,281
| +56% | +$984K | 0.09% | 251 |
|
|
2023
Q2 | $1.64M | Buy |
27,153
+409
| +2% | +$24.7K | 0.06% | 340 |
|
|
2023
Q1 | $1.54M | Buy |
26,744
+3,060
| +13% | +$176K | 0.06% | 319 |
|
|
2022
Q4 | $1.35M | Buy |
23,684
+10,137
| +75% | +$577K | 0.07% | 306 |
|
|
2022
Q3 | $674K | Buy |
13,547
+794
| +6% | +$39.5K | 0.04% | 418 |
|
|
2022
Q2 | $667K | Buy |
12,753
+3,589
| +39% | +$188K | 0.04% | 422 |
|
|
2022
Q1 | $503K | Buy |
+9,164
| New | +$503K | 0.02% | 573 |
|