Lafayette Investments’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
4,103
+103
| +3% | +$7.25K | 0.06% | 128 |
|
|
2025
Q1 | $293K | Hold |
4,000
| – | – | 0.06% | 123 |
|
|
2024
Q4 | $251K | Sell |
4,000
-452
| -10% | -$28.3K | 0.05% | 130 |
|
|
2024
Q3 | $294K | Hold |
4,452
| – | – | 0.06% | 121 |
|
|
2024
Q2 | $321K | Hold |
4,452
| – | – | 0.07% | 106 |
|
|
2024
Q1 | $298K | Sell |
4,452
-395
| -8% | -$26.5K | 0.07% | 109 |
|
|
2023
Q4 | $319K | Sell |
4,847
-125
| -3% | -$8.23K | 0.08% | 104 |
|
|
2023
Q3 | $320K | Buy |
4,972
+125
| +3% | +$8.05K | 0.09% | 98 |
|
|
2023
Q2 | $293K | Sell |
4,847
-735
| -13% | -$44.4K | 0.08% | 99 |
|
|
2023
Q1 | $321K | Hold |
5,582
| – | – | 0.09% | 96 |
|
|
2022
Q4 | $318K | Hold |
5,582
| – | – | 0.09% | 95 |
|
|
2022
Q3 | $278K | Hold |
5,582
| – | – | 0.09% | 96 |
|
|
2022
Q2 | $292K | Hold |
5,582
| – | – | 0.08% | 96 |
|
|
2022
Q1 | $307K | Buy |
+5,582
| New | +$307K | 0.08% | 100 |
|