Montecito Bank & Trust’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $244K | Sell |
3,325
-670
| -17% | -$49.1K | 0.04% | 259 |
|
|
2024
Q4 | $250K | Buy |
3,995
+900
| +29% | +$56.4K | 0.04% | 258 |
|
|
2024
Q3 | $204K | Buy |
3,095
+260
| +9% | +$17.1K | 0.03% | 274 |
|
|
2024
Q2 | $205K | Sell |
2,835
-747
| -21% | -$53.9K | 0.04% | 254 |
|
|
2024
Q1 | $240K | Buy |
3,582
+207
| +6% | +$13.9K | 0.05% | 250 |
|
|
2023
Q4 | $222K | Buy |
+3,375
| New | +$222K | 0.05% | 239 |
|