Merit Financial Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
18,679
+7,145
| +62% | +$503K | 0.01% | 661 |
|
|
2025
Q1 | $845K | Buy |
11,534
+5,794
| +101% | +$425K | 0.01% | 714 |
|
|
2024
Q4 | $360K | Buy |
+5,740
| New | +$360K | 0.01% | 852 |
|
|
2024
Q3 | – | Sell |
-6,181
| Closed | -$446K | – | 935 |
|
|
2024
Q2 | $446K | Buy |
6,181
+1,228
| +25% | +$88.6K | 0.01% | 607 |
|
|
2024
Q1 | $358K | Buy |
+4,953
| New | +$358K | 0.01% | 647 |
|
|
2023
Q3 | – | Sell |
-3,355
| Closed | -$203K | – | 778 |
|
|
2023
Q2 | $203K | Buy |
+3,355
| New | +$203K | 0.01% | 696 |
|
|
2023
Q1 | – | Sell |
-5,511
| Closed | -$314K | – | 711 |
|
|
2022
Q4 | $314K | Buy |
5,511
+1,092
| +25% | +$62.2K | 0.01% | 530 |
|
|
2022
Q3 | $220K | Sell |
4,419
-325
| -7% | -$16.2K | 0.01% | 502 |
|
|
2022
Q2 | $248K | Buy |
+4,744
| New | +$248K | 0.01% | 471 |
|