Lantz Financial’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
4,953
-54
| -1% | -$3.8K | 0.09% | 170 |
|
|
2025
Q1 | $367K | Buy |
5,007
+28
| +0.6% | +$2.05K | 0.1% | 162 |
|
|
2024
Q4 | $312K | Buy |
4,979
+101
| +2% | +$6.33K | 0.08% | 173 |
|
|
2024
Q3 | $322K | Sell |
4,878
-36
| -0.7% | -$2.37K | 0.09% | 175 |
|
|
2024
Q2 | $355K | Buy |
4,914
+129
| +3% | +$9.31K | 0.11% | 150 |
|
|
2024
Q1 | $321K | Buy |
4,785
+453
| +10% | +$30.4K | 0.1% | 157 |
|
|
2023
Q4 | $285K | Buy |
4,332
+570
| +15% | +$37.5K | 0.1% | 162 |
|
|
2023
Q3 | $242K | Buy |
3,762
+429
| +13% | +$27.6K | 0.1% | 162 |
|
|
2023
Q2 | $201K | Buy |
+3,333
| New | +$201K | 0.08% | 183 |
|