Plan Group Financial’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Hold |
4,481
| – | – | 0.1% | 127 |
|
|
2025
Q1 | $328K | Buy |
4,481
+580
| +15% | +$42.5K | 0.12% | 115 |
|
|
2024
Q4 | $244K | Hold |
3,901
| – | – | 0.13% | 99 |
|
|
2024
Q3 | $257K | Buy |
3,901
+1,000
| +34% | +$65.9K | 0.14% | 96 |
|
|
2024
Q2 | $209K | Buy |
+2,901
| New | +$209K | 0.13% | 90 |
|
|
2023
Q4 | – | Sell |
-3,165
| Closed | -$204K | – | 78 |
|
|
2023
Q3 | $204K | Buy |
+3,165
| New | +$204K | 0.15% | 68 |
|