RJT
Raymond James Trust’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.82M | Sell |
57,918
-3,006
| -5% | -$198K | 0.08% | 213 |
|
|
2024
Q2 | $4.4M | Sell |
60,924
-1,161
| -2% | -$83.8K | 0.1% | 180 |
|
|
2024
Q1 | $4.16M | Sell |
62,085
-869
| -1% | -$58.3K | 0.1% | 189 |
|
|
2023
Q4 | $4.14M | Buy |
62,954
+1,320
| +2% | +$86.9K | 0.11% | 175 |
|
|
2023
Q3 | $3.97M | Buy |
61,634
+12,259
| +25% | +$789K | 0.12% | 165 |
|
|
2023
Q2 | $2.98M | Sell |
49,375
-943
| -2% | -$56.9K | 0.09% | 212 |
|
|
2023
Q1 | $2.9M | Buy |
50,318
+412
| +0.8% | +$23.7K | 0.09% | 208 |
|
|
2022
Q4 | $2.84M | Buy |
49,906
+2,931
| +6% | +$167K | 0.1% | 202 |
|
|
2022
Q3 | $2.34M | Buy |
46,975
+2,067
| +5% | +$103K | 0.09% | 212 |
|
|
2022
Q2 | $2.35M | Buy |
44,908
+1,525
| +4% | +$79.8K | 0.08% | 218 |
|
|
2022
Q1 | $2.38M | Buy |
+43,383
| New | +$2.38M | 0.07% | 236 |
|