Logan Capital Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16M | Sell |
227,826
-63,430
| -22% | -$4.47M | 0.75% | 31 |
|
2025
Q1 | $21.3M | Buy |
291,256
+32,815
| +13% | +$2.4M | 0.97% | 23 |
|
2024
Q4 | $16.2M | Buy |
258,441
+2,381
| +0.9% | +$149K | 0.68% | 40 |
|
2024
Q3 | $16.9M | Sell |
256,060
-6,595
| -3% | -$435K | 0.7% | 39 |
|
2024
Q2 | $19M | Sell |
262,655
-6,337
| -2% | -$457K | 0.82% | 27 |
|
2024
Q1 | $18M | Buy |
268,992
+28,442
| +12% | +$1.91M | 0.77% | 35 |
|
2023
Q4 | $15.8M | Sell |
240,550
-8,795
| -4% | -$579K | 0.74% | 38 |
|
2023
Q3 | $16.1M | Sell |
249,345
-6,248
| -2% | -$402K | 0.82% | 32 |
|
2023
Q2 | $15.4M | Sell |
255,593
-19,774
| -7% | -$1.19M | 0.74% | 40 |
|
2023
Q1 | $15.8M | Sell |
275,367
-3,647
| -1% | -$210K | 0.77% | 39 |
|
2022
Q4 | $15.9M | Sell |
279,014
-14,338
| -5% | -$817K | 0.82% | 37 |
|
2022
Q3 | $14.6M | Buy |
293,352
+9,457
| +3% | +$471K | 0.88% | 32 |
|
2022
Q2 | $14.8M | Sell |
283,895
-67,319
| -19% | -$3.52M | 0.85% | 35 |
|
2022
Q1 | $19.3M | Buy |
+351,214
| New | +$19.3M | 0.93% | 26 |
|