Northeast Financial Consultants’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Hold |
9,250
| – | – | 0.03% | 184 |
|
|
2025
Q1 | $678K | Hold |
9,250
| – | – | 0.03% | 175 |
|
|
2024
Q4 | $580K | Hold |
9,250
| – | – | 0.02% | 181 |
|
|
2024
Q3 | $610K | Hold |
9,250
| – | – | 0.03% | 182 |
|
|
2024
Q2 | $668K | Hold |
9,250
| – | – | 0.03% | 169 |
|
|
2024
Q1 | $620K | Hold |
9,250
| – | – | 0.03% | 178 |
|
|
2023
Q4 | $609K | Buy |
9,250
+2,000
| +28% | +$132K | 0.03% | 170 |
|
|
2023
Q3 | $467K | Hold |
7,250
| – | – | 0.03% | 184 |
|
|
2023
Q2 | $438K | Hold |
7,250
| – | – | 0.03% | 197 |
|
|
2023
Q1 | $417K | Hold |
7,250
| – | – | 0.03% | 213 |
|
|
2022
Q4 | $413K | Hold |
7,250
| – | – | 0.03% | 213 |
|
|
2022
Q3 | $361K | Hold |
7,250
| – | – | 0.03% | 237 |
|
|
2022
Q2 | $379K | Hold |
7,250
| – | – | 0.03% | 230 |
|
|
2022
Q1 | $398K | Buy |
+7,250
| New | +$398K | 0.02% | 261 |
|