Lido 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 | $2.86M | Buy |
40,638
+2,585
| +7% | +$182K | 0.01% | 462 |
|
|
2025
Q1 | $2.79M | Buy |
38,053
+10,493
| +38% | +$769K | 0.01% | 447 |
|
|
2024
Q4 | $1.73M | Buy |
27,560
+4,874
| +21% | +$305K | 0.01% | 515 |
|
|
2024
Q3 | $1.5M | Buy |
22,686
+2,157
| +11% | +$142K | 0.01% | 515 |
|
|
2024
Q2 | $1.48M | Buy |
20,529
+2,555
| +14% | +$184K | 0.01% | 491 |
|
|
2024
Q1 | $1.2M | Buy |
17,974
+2,564
| +17% | +$172K | 0.01% | 532 |
|
|
2023
Q4 | $1.01M | Buy |
15,410
+3,462
| +29% | +$228K | 0.01% | 562 |
|
|
2023
Q3 | $769K | Sell |
11,948
-899
| -7% | -$57.9K | 0.01% | 555 |
|
|
2023
Q2 | $776K | Buy |
12,847
+1,787
| +16% | +$108K | 0.01% | 546 |
|
|
2023
Q1 | $631K | Buy |
11,060
+776
| +8% | +$44.3K | 0.01% | 545 |
|
|
2022
Q4 | $586K | Buy |
10,284
+2,216
| +27% | +$126K | 0.01% | 481 |
|
|
2022
Q3 | $400K | Sell |
8,068
-12,494
| -61% | -$619K | 0.01% | 546 |
|
|
2022
Q2 | $1.08M | Buy |
+20,562
| New | +$1.08M | 0.01% | 296 |
|