Legacy Capital Group California’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
4,273
+380
| +10% | +$26.8K | 0.08% | 260 |
|
|
2025
Q1 | $285K | Sell |
3,893
-57
| -1% | -$4.18K | 0.1% | 237 |
|
|
2024
Q4 | $247K | Sell |
3,950
-3
| -0.1% | -$188 | 0.08% | 276 |
|
|
2024
Q3 | $261K | Buy |
+3,953
| New | +$261K | 0.09% | 257 |
|
|
2024
Q1 | – | Sell |
-3,590
| Closed | -$236K | – | 318 |
|
|
2023
Q4 | $236K | Buy |
+3,590
| New | +$236K | 0.09% | 252 |
|
|
2023
Q2 | – | Sell |
-5,740
| Closed | -$330K | – | 292 |
|
|
2023
Q1 | $330K | Buy |
+5,740
| New | +$330K | 0.16% | 179 |
|