Roman Butler Fullerton & Co’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
3,161
-25
| -0.8% | -$1.8K | 0.07% | 229 |
|
|
2025
Q1 | $200K | Buy |
3,186
+5
| +0.2% | +$314 | 0.08% | 221 |
|
|
2024
Q4 | $207K | Buy |
3,181
+20
| +0.6% | +$1.3K | 0.07% | 224 |
|
|
2024
Q3 | $209K | Sell |
3,161
-333
| -10% | -$22K | 0.06% | 244 |
|
|
2024
Q2 | $255K | Sell |
3,494
-484
| -12% | -$35.3K | 0.08% | 195 |
|
|
2024
Q1 | $288K | Sell |
3,978
-278
| -7% | -$20.1K | 0.11% | 171 |
|
|
2023
Q4 | $269K | Sell |
4,256
-186
| -4% | -$11.8K | 0.1% | 177 |
|
|
2023
Q3 | $299K | Buy |
4,442
+19
| +0.4% | +$1.28K | 0.14% | 150 |
|
|
2023
Q2 | $273K | Sell |
4,423
-1,276
| -22% | -$78.8K | 0.13% | 163 |
|
|
2023
Q1 | $346K | Buy |
5,699
+1,337
| +31% | +$81.2K | 0.17% | 148 |
|
|
2022
Q4 | $259K | Buy |
4,362
+14
| +0.3% | +$832 | 0.13% | 172 |
|
|
2022
Q3 | $219K | Buy |
4,348
+15
| +0.3% | +$756 | 0.14% | 160 |
|
|
2022
Q2 | $206K | Buy |
4,333
+4
| +0.1% | +$190 | 0.11% | 172 |
|
|
2022
Q1 | $238K | Buy |
+4,329
| New | +$238K | 0.11% | 179 |
|