Probity 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 | $575K | Buy |
8,168
+128
| +2% | +$9.01K | 0.1% | 135 |
|
|
2025
Q1 | $589K | Buy |
8,040
+605
| +8% | +$44.3K | 0.11% | 129 |
|
|
2024
Q4 | $466K | Buy |
7,435
+1,026
| +16% | +$64.3K | 0.09% | 152 |
|
|
2024
Q3 | $423K | Buy |
6,409
+226
| +4% | +$14.9K | 0.08% | 170 |
|
|
2024
Q2 | $446K | Sell |
6,183
-187
| -3% | -$13.5K | 0.09% | 155 |
|
|
2024
Q1 | $427K | Buy |
6,370
+321
| +5% | +$21.5K | 0.09% | 155 |
|
|
2023
Q4 | $398K | Buy |
6,049
+214
| +4% | +$14.1K | 0.09% | 159 |
|
|
2023
Q3 | $376K | Sell |
5,835
-157
| -3% | -$10.1K | 0.09% | 138 |
|
|
2023
Q2 | $362K | Buy |
+5,992
| New | +$362K | 0.08% | 147 |
|
|
2022
Q4 | $356K | Buy |
6,248
+225
| +4% | +$12.8K | 0.08% | 146 |
|
|
2022
Q3 | $300K | Buy |
6,023
+879
| +17% | +$43.8K | 0.07% | 150 |
|
|
2022
Q2 | $269K | Buy |
5,144
+137
| +3% | +$7.16K | 0.06% | 154 |
|
|
2022
Q1 | $275K | Buy |
+5,007
| New | +$275K | 0.06% | 167 |
|