Prospera Financial Services’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
150,607
+7,679
| +5% | +$541K | 0.2% | 115 |
|
|
2025
Q1 | $10.5M | Sell |
142,928
-1,136
| -0.8% | -$83.3K | 0.24% | 97 |
|
|
2024
Q4 | $9.03M | Buy |
144,064
+8,858
| +7% | +$555K | 0.21% | 109 |
|
|
2024
Q3 | $8.92M | Buy |
135,206
+16,258
| +14% | +$1.07M | 0.23% | 96 |
|
|
2024
Q2 | $8.59M | Buy |
118,948
+5,132
| +5% | +$370K | 0.24% | 93 |
|
|
2024
Q1 | $7.63M | Buy |
113,816
+4,052
| +4% | +$272K | 0.23% | 93 |
|
|
2023
Q4 | $7.22M | Sell |
109,764
-4,001
| -4% | -$263K | 0.24% | 95 |
|
|
2023
Q3 | $7.32M | Buy |
113,765
+3,011
| +3% | +$194K | 0.28% | 76 |
|
|
2023
Q2 | $6.69M | Buy |
110,754
+9,583
| +9% | +$579K | 0.26% | 91 |
|
|
2023
Q1 | $5.82M | Buy |
101,171
+4,998
| +5% | +$288K | 0.24% | 104 |
|
|
2022
Q4 | $5.48M | Buy |
96,173
+11,342
| +13% | +$646K | 0.27% | 87 |
|
|
2022
Q3 | $4.22M | Buy |
84,831
+7,204
| +9% | +$358K | 0.22% | 110 |
|
|
2022
Q2 | $4.06M | Buy |
77,627
+5,388
| +7% | +$282K | 0.21% | 109 |
|
|
2022
Q1 | $3.97M | Buy |
+72,239
| New | +$3.97M | 0.17% | 140 |
|