Rothschild Investment LLC’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Buy |
6,040
+185
| +3% | +$13K | 0.03% | 374 |
|
|
2025
Q1 | $429K | Sell |
5,855
-80
| -1% | -$5.86K | 0.03% | 368 |
|
|
2024
Q4 | $372K | Sell |
5,935
-1,183
| -17% | -$74.1K | 0.02% | 392 |
|
|
2024
Q3 | $469K | Buy |
7,118
+191
| +3% | +$12.6K | 0.03% | 359 |
|
|
2024
Q2 | $500K | Buy |
6,927
+37
| +0.5% | +$2.67K | 0.03% | 328 |
|
|
2024
Q1 | $462K | Sell |
6,890
-76
| -1% | -$5.1K | 0.03% | 338 |
|
|
2023
Q4 | $458K | Sell |
6,966
-49
| -0.7% | -$3.22K | 0.04% | 290 |
|
|
2023
Q3 | $452K | Buy |
7,015
+216
| +3% | +$13.9K | 0.04% | 311 |
|
|
2023
Q2 | $411K | Buy |
6,799
+302
| +5% | +$18.3K | 0.03% | 327 |
|
|
2023
Q1 | $374K | Buy |
6,497
+33
| +0.5% | +$1.9K | 0.03% | 336 |
|
|
2022
Q4 | $368K | Sell |
6,464
-250
| -4% | -$14.2K | 0.03% | 336 |
|
|
2022
Q3 | $334K | Sell |
6,714
-1,411
| -17% | -$70.2K | 0.03% | 337 |
|
|
2022
Q2 | $425K | Sell |
8,125
-225
| -3% | -$11.8K | 0.04% | 320 |
|
|
2022
Q1 | $459K | Buy |
+8,350
| New | +$459K | 0.04% | 339 |
|