Level Four Advisory Services’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Sell
24,791
-1,753
-7% -$123K 0.06% 271
2025
Q1
$1.95M Buy
26,544
+3,953
+17% +$290K 0.08% 246
2024
Q4
$1.42M Buy
22,591
+1,087
+5% +$68.1K 0.06% 286
2024
Q3
$1.45M Sell
21,504
-1,263
-6% -$85.3K 0.06% 281
2024
Q2
$1.64M Buy
22,767
+2,161
+10% +$156K 0.07% 262
2024
Q1
$1.36M Buy
20,606
+489
+2% +$32.2K 0.07% 254
2023
Q4
$1.32M Sell
20,117
-2,641
-12% -$174K 0.07% 255
2023
Q3
$1.47M Buy
22,758
+4,388
+24% +$283K 0.09% 230
2023
Q2
$1.11M Sell
18,370
-473
-3% -$28.6K 0.07% 271
2023
Q1
$1.08M Sell
18,843
-803
-4% -$46.2K 0.07% 265
2022
Q4
$1.12M Buy
19,646
+418
+2% +$23.8K 0.08% 230
2022
Q3
$957K Sell
19,228
-837
-4% -$41.7K 0.09% 212
2022
Q2
$1.05M Sell
20,065
-3,112
-13% -$163K 0.1% 207
2022
Q1
$1.27M Buy
+23,177
New +$1.27M 0.1% 201