Kovack Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Sell |
6,859
-1,206
| -15% | -$84.9K | 0.05% | 337 |
|
|
2025
Q1 | $591K | Sell |
8,065
-76
| -0.9% | -$5.57K | 0.06% | 261 |
|
|
2024
Q4 | $510K | Sell |
8,141
-187
| -2% | -$11.7K | 0.05% | 299 |
|
|
2024
Q3 | $549K | Sell |
8,328
-286
| -3% | -$18.9K | 0.06% | 286 |
|
|
2024
Q2 | $622K | Sell |
8,614
-118
| -1% | -$8.52K | 0.07% | 257 |
|
|
2024
Q1 | $585K | Sell |
8,732
-129
| -1% | -$8.65K | 0.07% | 232 |
|
|
2023
Q4 | $583K | Sell |
8,861
-2,021
| -19% | -$133K | 0.07% | 268 |
|
|
2023
Q3 | $701K | Sell |
10,882
-647
| -6% | -$41.7K | 0.1% | 194 |
|
|
2023
Q2 | $696K | Sell |
11,529
-3,462
| -23% | -$209K | 0.09% | 218 |
|
|
2023
Q1 | $863K | Buy |
14,991
+1,960
| +15% | +$113K | 0.12% | 182 |
|
|
2022
Q4 | $742K | Sell |
13,031
-170
| -1% | -$9.68K | 0.11% | 202 |
|
|
2022
Q3 | $657K | Buy |
13,201
+182
| +1% | +$9.06K | 0.1% | 230 |
|
|
2022
Q2 | $681K | Buy |
13,019
+1,045
| +9% | +$54.7K | 0.09% | 244 |
|
|
2022
Q1 | $657K | Buy |
+11,974
| New | +$657K | 0.07% | 319 |
|