Principal Securities’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $889K | Sell |
12,631
-8,699
| -41% | -$612K | 0.02% | 649 |
|
|
2025
Q1 | $1.34M | Buy |
21,330
+42
| +0.2% | +$2.63K | 0.03% | 460 |
|
|
2024
Q4 | $1.33M | Buy |
21,288
+3,331
| +19% | +$209K | 0.03% | 461 |
|
|
2024
Q3 | $1.18M | Sell |
17,957
-262
| -1% | -$17.3K | 0.03% | 482 |
|
|
2024
Q2 | $1.32M | Buy |
18,219
+860
| +5% | +$62.1K | 0.04% | 411 |
|
|
2024
Q1 | $1.16M | Buy |
17,359
+1,424
| +9% | +$95.5K | 0.04% | 418 |
|
|
2023
Q4 | $1.05M | Buy |
+15,935
| New | +$1.05M | 0.04% | 397 |
|