Resonant Capital 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 | $492K | Sell |
6,993
-79
| -1% | -$5.56K | 0.03% | 242 |
|
|
2025
Q1 | $518K | Buy |
7,072
+2,432
| +52% | +$178K | 0.04% | 208 |
|
|
2024
Q4 | $291K | Sell |
4,640
-227
| -5% | -$14.2K | 0.02% | 279 |
|
|
2024
Q3 | $321K | Sell |
4,867
-24
| -0.5% | -$1.58K | 0.02% | 270 |
|
|
2024
Q2 | $353K | Buy |
4,891
+53
| +1% | +$3.83K | 0.03% | 241 |
|
|
2024
Q1 | $324K | Buy |
4,838
+739
| +18% | +$49.5K | 0.03% | 256 |
|
|
2023
Q4 | $270K | Sell |
4,099
-273
| -6% | -$18K | 0.03% | 251 |
|
|
2023
Q3 | $281K | Buy |
4,372
+353
| +9% | +$22.7K | 0.03% | 223 |
|
|
2023
Q2 | $243K | Hold |
4,019
| – | – | 0.03% | 236 |
|
|
2023
Q1 | $231K | Hold |
4,019
| – | – | 0.03% | 228 |
|
|
2022
Q4 | $229K | Hold |
4,019
| – | – | 0.03% | 239 |
|
|
2022
Q3 | $200K | Hold |
4,019
| – | – | 0.03% | 221 |
|
|
2022
Q2 | $210K | Buy |
4,019
+111
| +3% | +$5.8K | 0.03% | 223 |
|
|
2022
Q1 | $218K | Buy |
+3,908
| New | +$218K | 0.03% | 211 |
|