Legacy Financial 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 | – | Sell |
-15,142
| Closed | -$1.11M | – | 402 |
|
|
2025
Q1 | $1.11M | Buy |
15,142
+2,009
| +15% | +$147K | 0.19% | 96 |
|
|
2024
Q4 | $823K | Sell |
13,133
-560
| -4% | -$35.1K | 0.14% | 122 |
|
|
2024
Q3 | $903K | Sell |
13,693
-271
| -2% | -$17.9K | 0.15% | 109 |
|
|
2024
Q2 | $1.01M | Buy |
13,964
+310
| +2% | +$22.4K | 0.18% | 89 |
|
|
2024
Q1 | $915K | Buy |
13,654
+468
| +4% | +$31.4K | 0.16% | 104 |
|
|
2023
Q4 | $868K | Buy |
13,186
+1,386
| +12% | +$91.2K | 0.17% | 94 |
|
|
2023
Q3 | $760K | Buy |
11,800
+1,110
| +10% | +$71.5K | 0.15% | 89 |
|
|
2023
Q2 | $645K | Buy |
10,690
+873
| +9% | +$52.7K | 0.12% | 99 |
|
|
2023
Q1 | $565K | Sell |
9,817
-194
| -2% | -$11.2K | 0.12% | 110 |
|
|
2022
Q4 | $570K | Buy |
10,011
+1,141
| +13% | +$65K | 0.12% | 104 |
|
|
2022
Q3 | $441K | Buy |
8,870
+1,519
| +21% | +$75.5K | 0.11% | 107 |
|
|
2022
Q2 | $384K | Buy |
7,351
+343
| +5% | +$17.9K | 0.1% | 120 |
|
|
2022
Q1 | $385K | Buy |
+7,008
| New | +$385K | 0.09% | 133 |
|