LaSalle St. Investment Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
7,804
-284
| -4% | -$20K | 0.15% | 141 |
|
|
2025
Q1 | $592K | Buy |
8,088
+115
| +1% | +$8.42K | 0.14% | 131 |
|
|
2024
Q4 | $499K | Buy |
7,973
+1,193
| +18% | +$74.7K | 0.15% | 132 |
|
|
2024
Q3 | $447K | Hold |
6,780
| – | – | 0.18% | 107 |
|
|
2024
Q2 | $489K | Buy |
6,780
+2,717
| +67% | +$196K | 0.24% | 76 |
|
|
2024
Q1 | $271K | Buy |
+4,063
| New | +$271K | 0.15% | 106 |
|