Lake Street Advisors Group’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$751K Sell
2024
Q3
$841K Sell
2024
Q2
$929K Buy
2024
Q1
$811K Sell
2023
Q4
$859K Sell
2023
Q3
$842K Sell
2023
Q2
$811K Buy
2023
Q1
$744K Buy
2022
Q4
$735K Sell
2022
Q3
$695K Buy
2022
Q2
$611K Buy
2022
Q1
$616K Buy