Laurel Wealth Advisors (North Carolina)’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
152,438
+150,273
| +6,941% | +$2.13M | 0.03% | 187 |
|
|
2025
Q1 | $159K | Hold |
2,165
| – | – | 0.02% | 192 |
|
|
2024
Q4 | $136K | Buy |
2,165
+461
| +27% | +$28.9K | 0.02% | 204 |
|
|
2024
Q3 | $112K | Buy |
1,704
+228
| +15% | +$15K | 0.02% | 224 |
|
|
2024
Q2 | $107K | Buy |
1,476
+233
| +19% | +$16.8K | 0.02% | 219 |
|
|
2024
Q1 | $83.3K | Sell |
1,243
-338
| -21% | -$22.7K | 0.01% | 251 |
|
|
2023
Q4 | $104K | Hold |
1,581
| – | – | 0.02% | 221 |
|
|
2023
Q3 | $102K | Hold |
1,581
| – | – | 0.02% | 219 |
|
|
2023
Q2 | $95.5K | Hold |
1,581
| – | – | 0.02% | 229 |
|
|
2023
Q1 | $91K | Hold |
1,581
| – | – | 0.02% | 235 |
|
|
2022
Q4 | $90K | Buy |
1,581
+555
| +54% | +$31.6K | 0.02% | 213 |
|
|
2022
Q3 | $51K | Buy |
1,026
+84
| +9% | +$4.18K | 0.01% | 249 |
|
|
2022
Q2 | $49K | Hold |
942
| – | – | 0.01% | 257 |
|
|
2022
Q1 | $52K | Buy |
+942
| New | +$52K | 0.01% | 271 |
|