OneDigital Investment Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
6,932
+187
| +3% | +$13.2K | 0.01% | 906 |
|
|
2025
Q1 | $494K | Sell |
6,745
-529
| -7% | -$38.8K | 0.01% | 858 |
|
|
2024
Q4 | $456K | Sell |
7,274
-615
| -8% | -$38.5K | 0.01% | 925 |
|
|
2024
Q3 | $520K | Buy |
7,889
+196
| +3% | +$12.9K | 0.01% | 924 |
|
|
2024
Q2 | $555K | Buy |
+7,693
| New | +$555K | 0.01% | 857 |
|
|
2024
Q1 | – | Sell |
-3,180
| Closed | -$209K | – | 1151 |
|
|
2023
Q4 | $209K | Sell |
3,180
-483
| -13% | -$31.8K | ﹤0.01% | 1045 |
|
|
2023
Q3 | $236K | Buy |
+3,663
| New | +$236K | 0.01% | 889 |
|