Lake Street Advisors Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $751K | Sell |
11,980
-768
| -6% | -$48.1K | 0.03% | 263 |
|
|
2024
Q3 | $841K | Sell |
12,748
-128
| -1% | -$8.44K | 0.04% | 240 |
|
|
2024
Q2 | $929K | Buy |
12,876
+785
| +6% | +$56.7K | 0.04% | 225 |
|
|
2024
Q1 | $811K | Sell |
12,091
-965
| -7% | -$64.7K | 0.04% | 259 |
|
|
2023
Q4 | $859K | Sell |
13,056
-26
| -0.2% | -$1.71K | 0.04% | 242 |
|
|
2023
Q3 | $842K | Sell |
13,082
-354
| -3% | -$22.8K | 0.05% | 174 |
|
|
2023
Q2 | $811K | Buy |
13,436
+509
| +4% | +$30.7K | 0.04% | 183 |
|
|
2023
Q1 | $744K | Buy |
12,927
+21
| +0.2% | +$1.21K | 0.05% | 175 |
|
|
2022
Q4 | $735K | Sell |
12,906
-1,053
| -8% | -$60K | 0.05% | 165 |
|
|
2022
Q3 | $695K | Buy |
13,959
+2,267
| +19% | +$113K | 0.05% | 167 |
|
|
2022
Q2 | $611K | Buy |
11,692
+481
| +4% | +$25.1K | 0.04% | 166 |
|
|
2022
Q1 | $616K | Buy |
+11,211
| New | +$616K | 0.04% | 165 |
|