Kingsview Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
15,743
-5,584
| -26% | -$393K | 0.02% | 558 |
|
|
2025
Q1 | $1.56M | Buy |
21,327
+5,002
| +31% | +$367K | 0.03% | 439 |
|
|
2024
Q4 | $1.02M | Buy |
16,325
+220
| +1% | +$13.8K | 0.02% | 540 |
|
|
2024
Q3 | $1.06M | Buy |
16,105
+1,158
| +8% | +$76.4K | 0.02% | 514 |
|
|
2024
Q2 | $1.08M | Buy |
14,947
+740
| +5% | +$53.4K | 0.03% | 494 |
|
|
2024
Q1 | $952K | Buy |
14,207
+103
| +0.7% | +$6.91K | 0.02% | 511 |
|
|
2023
Q4 | $928K | Sell |
14,104
-404
| -3% | -$26.6K | 0.03% | 485 |
|
|
2023
Q3 | $934K | Sell |
14,508
-953
| -6% | -$61.4K | 0.03% | 456 |
|
|
2023
Q2 | $934K | Buy |
15,461
+2,549
| +20% | +$154K | 0.04% | 431 |
|
|
2023
Q1 | $743K | Sell |
12,912
-1,127
| -8% | -$64.8K | 0.03% | 470 |
|
|
2022
Q4 | $800K | Sell |
14,039
-284
| -2% | -$16.2K | 0.03% | 390 |
|
|
2022
Q3 | $713K | Buy |
14,323
+393
| +3% | +$19.6K | 0.03% | 415 |
|
|
2022
Q2 | $728K | Buy |
13,930
+2,884
| +26% | +$151K | 0.03% | 451 |
|
|
2022
Q1 | $607K | Buy |
+11,046
| New | +$607K | 0.03% | 528 |
|