Oakworth Capital’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $136K | Sell |
1,933
-760
| -28% | -$53.5K | 0.01% | 251 |
|
2025
Q1 | $197K | Buy |
2,693
+15
| +0.6% | +$1.1K | 0.01% | 210 |
|
2024
Q4 | $168K | Sell |
2,678
-200
| -7% | -$12.5K | 0.01% | 229 |
|
2024
Q3 | $190K | Buy |
2,878
+1,200
| +72% | +$79.1K | 0.01% | 213 |
|
2024
Q2 | $121K | Buy |
1,678
+549
| +49% | +$39.6K | 0.01% | 247 |
|
2024
Q1 | $75.7K | Hold |
1,129
| – | – | 0.01% | 282 |
|
2023
Q4 | $74.3K | Sell |
1,129
-2,130
| -65% | -$140K | 0.01% | 287 |
|
2023
Q3 | $210K | Sell |
3,259
-721
| -18% | -$46.4K | 0.02% | 157 |
|
2023
Q2 | $240K | Hold |
3,980
| – | – | 0.02% | 154 |
|
2023
Q1 | $229K | Hold |
3,980
| – | – | 0.02% | 157 |
|
2022
Q4 | $227K | Sell |
3,980
-1,128
| -22% | -$64.2K | 0.02% | 142 |
|
2022
Q3 | $255K | Hold |
5,108
| – | – | 0.03% | 137 |
|
2022
Q2 | $267K | Buy |
+5,108
| New | +$267K | 0.03% | 142 |
|