Recurrent Investment 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 | $1.35M | Buy |
52,591
+503
| +1% | +$12.9K | 0.11% | 42 |
|
|
2025
Q1 | $1.46M | Buy |
+52,088
| New | +$1.46M | 0.12% | 40 |
|
|
2024
Q4 | – | Sell |
-129,346
| Closed | -$1.29M | – | 68 |
|
|
2024
Q3 | $1.29M | Sell |
129,346
-23,931
| -16% | -$239K | 0.13% | 36 |
|
|
2024
Q2 | $2.17M | Buy |
153,277
+76,195
| +99% | +$1.08M | 0.23% | 26 |
|
|
2024
Q1 | $2.03M | Buy |
+77,082
| New | +$2.03M | 0.24% | 29 |
|
|
2023
Q4 | – | Sell |
-84,761
| Closed | -$2.22M | – | 50 |
|
|
2023
Q3 | $2.22M | Sell |
84,761
-12,662
| -13% | -$331K | 0.33% | 29 |
|
|
2023
Q2 | $2.29M | Buy |
+97,423
| New | +$2.29M | 0.39% | 29 |
|
|
2023
Q1 | – | Sell |
-94,575
| Closed | -$9.39K | – | 51 |
|
|
2022
Q4 | $9.39K | Buy |
+94,575
| New | +$9.39K | ﹤0.01% | 44 |
|