Rise 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 | – | Sell |
-347
| Closed | -$25.4K | – | 1636 |
|
|
2025
Q1 | $25.4K | Sell |
347
-546
| -61% | -$40K | 0.01% | 386 |
|
|
2024
Q4 | $56K | Sell |
893
-267
| -23% | -$16.7K | 0.03% | 205 |
|
|
2024
Q3 | $76.5K | Buy |
1,160
+12
| +1% | +$791 | 0.04% | 168 |
|
|
2024
Q2 | $82.9K | Buy |
1,148
+45
| +4% | +$3.25K | 0.04% | 167 |
|
|
2024
Q1 | $73.9K | Buy |
1,103
+690
| +167% | +$46.2K | 0.04% | 177 |
|
|
2023
Q4 | $27.2K | Buy |
413
+189
| +84% | +$12.4K | 0.02% | 221 |
|
|
2023
Q3 | $14.4K | Buy |
+224
| New | +$14.4K | 0.01% | 271 |
|