Key Financial Inc’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.4K | Sell |
502
-300
| -37% | -$21.1K | 0.01% | 567 |
|
|
2025
Q1 | $58.8K | Sell |
802
-164
| -17% | -$12K | 0.01% | 455 |
|
|
2024
Q4 | $60.5K | Buy |
966
+64
| +7% | +$4.01K | 0.01% | 444 |
|
|
2024
Q3 | $59.5K | Buy |
902
+1
| +0.1% | +$66 | 0.01% | 455 |
|
|
2024
Q2 | $65K | Buy |
901
+112
| +14% | +$8.08K | 0.02% | 414 |
|
|
2024
Q1 | $52.9K | Hold |
789
| – | – | 0.01% | 428 |
|
|
2023
Q4 | $51.9K | Buy |
789
+307
| +64% | +$20.2K | 0.01% | 420 |
|
|
2023
Q3 | $31.1K | Hold |
482
| – | – | 0.01% | 482 |
|
|
2023
Q2 | $29.1K | Buy |
482
+1
| +0.2% | +$60 | 0.01% | 495 |
|
|
2023
Q1 | $27.7K | Buy |
481
+52
| +12% | +$2.99K | 0.01% | 477 |
|
|
2022
Q4 | $21.3K | Hold |
429
| – | – | 0.01% | 484 |
|
|
2022
Q3 | $21K | Hold |
429
| – | – | 0.01% | 493 |
|
|
2022
Q2 | $22K | Hold |
429
| – | – | 0.01% | 493 |
|
|
2022
Q1 | $24K | Buy |
+429
| New | +$24K | 0.01% | 471 |
|