Orion Portfolio Solutions’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.12M | Buy |
69,913
+6,907
| +11% | +$506K | 0.05% | 343 |
|
|
2024
Q4 | $3.95M | Buy |
63,006
+2
| +0% | +$125 | 0.04% | 398 |
|
|
2024
Q3 | $4.16M | Buy |
63,004
+4,074
| +7% | +$269K | 0.04% | 394 |
|
|
2024
Q2 | $4.25M | Buy |
58,930
+22
| +0% | +$1.59K | 0.04% | 353 |
|
|
2024
Q1 | $3.95M | Buy |
58,908
+2,977
| +5% | +$200K | 0.04% | 382 |
|
|
2023
Q4 | $3.61M | Sell |
55,931
-22,042
| -28% | -$1.42M | 0.04% | 388 |
|
|
2023
Q3 | $5.02M | Buy |
77,973
+16,912
| +28% | +$1.09M | 0.06% | 297 |
|
|
2023
Q2 | $3.69M | Sell |
61,061
-706
| -1% | -$42.6K | 0.04% | 409 |
|
|
2023
Q1 | $3.55M | Buy |
61,767
+56,883
| +1,165% | +$3.27M | 0.04% | 361 |
|
|
2022
Q4 | $278K | Buy |
4,884
+692
| +17% | +$39.4K | 0.01% | 687 |
|
|
2022
Q3 | $209K | Sell |
4,192
-202
| -5% | -$10.1K | 0.01% | 692 |
|
|
2022
Q2 | $230K | Buy |
4,394
+240
| +6% | +$12.6K | 0.01% | 618 |
|
|
2022
Q1 | $228K | Buy |
+4,154
| New | +$228K | 0.01% | 645 |
|