Retirement 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 | $220K | Buy |
3,130
+187
| +6% | +$13.2K | 0.02% | 54 |
|
|
2025
Q1 | $229K | Buy |
+2,943
| New | +$229K | 0.02% | 51 |
|
|
2024
Q3 | – | Sell |
-3,130
| Closed | -$226K | – | 55 |
|
|
2024
Q2 | $226K | Buy |
+3,130
| New | +$226K | 0.03% | 48 |
|
|
2023
Q4 | – | Sell |
-6,048
| Closed | -$389K | – | 61 |
|
|
2023
Q3 | $389K | Buy |
6,048
+2,510
| +71% | +$162K | 0.04% | 41 |
|
|
2023
Q2 | $214K | Sell |
3,538
-358
| -9% | -$21.6K | 0.03% | 58 |
|
|
2023
Q1 | $224K | Buy |
+3,896
| New | +$224K | 0.04% | 56 |
|