Saturna Capital’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $268K | Hold |
3,800
| – | – | ﹤0.01% | 146 |
|
2025
Q1 | $278K | Hold |
3,800
| – | – | ﹤0.01% | 137 |
|
2024
Q4 | $238K | Hold |
3,800
| – | – | ﹤0.01% | 150 |
|
2024
Q3 | $251K | Sell |
3,800
-1,049
| -22% | -$69.2K | ﹤0.01% | 146 |
|
2024
Q2 | $350K | Hold |
4,849
| – | – | ﹤0.01% | 140 |
|
2024
Q1 | $325K | Sell |
4,849
-3,950
| -45% | -$265K | ﹤0.01% | 149 |
|
2023
Q4 | $579K | Hold |
8,799
| – | – | 0.01% | 127 |
|
2023
Q3 | $566K | Sell |
8,799
-500
| -5% | -$32.2K | 0.01% | 130 |
|
2023
Q2 | $561K | Sell |
9,299
-650
| -7% | -$39.2K | 0.01% | 126 |
|
2023
Q1 | $572K | Hold |
9,949
| – | – | 0.01% | 126 |
|
2022
Q4 | $567K | Hold |
9,949
| – | – | 0.01% | 120 |
|
2022
Q3 | $495K | Hold |
9,949
| – | – | 0.01% | 121 |
|
2022
Q2 | $520K | Hold |
9,949
| – | – | 0.01% | 121 |
|
2022
Q1 | $546K | Buy |
+9,949
| New | +$546K | 0.01% | 120 |
|