Lebenthal Global 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 | $790K | Buy |
11,224
+161
| +1% | +$11.3K | 0.15% | 98 |
|
|
2025
Q1 | $811K | Buy |
11,063
+721
| +7% | +$52.8K | 0.15% | 88 |
|
|
2024
Q4 | $648K | Buy |
10,342
+1,066
| +11% | +$66.8K | 0.12% | 118 |
|
|
2024
Q3 | $612K | Buy |
9,276
+1,289
| +16% | +$85K | 0.12% | 105 |
|
|
2024
Q2 | $577K | Buy |
7,987
+858
| +12% | +$61.9K | 0.13% | 101 |
|
|
2024
Q1 | $478K | Buy |
7,129
+12
| +0.2% | +$804 | 0.11% | 121 |
|
|
2023
Q4 | $468K | Buy |
+7,117
| New | +$468K | 0.11% | 119 |
|