Larson Financial Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Buy |
5,861
+143
| +3% | +$10.1K | 0.02% | 482 |
|
|
2025
Q1 | $419K | Sell |
5,718
-5
| -0.1% | -$366 | 0.02% | 441 |
|
|
2024
Q4 | $359K | Sell |
5,723
-663
| -10% | -$41.5K | 0.02% | 435 |
|
|
2024
Q3 | $421K | Buy |
6,386
+6,270
| +5,405% | +$413K | 0.02% | 373 |
|
|
2024
Q2 | $8.37K | Hold |
116
| – | – | ﹤0.01% | 1308 |
|
|
2024
Q1 | $7.78K | Sell |
116
-207
| -64% | -$13.9K | ﹤0.01% | 1105 |
|
|
2023
Q4 | $21.3K | Buy |
323
+17
| +6% | +$1.12K | ﹤0.01% | 836 |
|
|
2023
Q3 | $19.7K | Hold |
306
| – | – | ﹤0.01% | 816 |
|
|
2023
Q2 | $18.5K | Sell |
306
-433
| -59% | -$26.1K | ﹤0.01% | 761 |
|
|
2023
Q1 | $42.5K | Buy |
739
+247
| +50% | +$14.2K | ﹤0.01% | 588 |
|
|
2022
Q4 | $28K | Hold |
492
| – | – | ﹤0.01% | 626 |
|
|
2022
Q3 | $24K | Sell |
492
-155
| -24% | -$7.56K | ﹤0.01% | 597 |
|
|
2022
Q2 | $34K | Hold |
647
| – | – | 0.01% | 449 |
|
|
2022
Q1 | $36K | Buy |
+647
| New | +$36K | 0.01% | 430 |
|