SIA
Schechter Investment Advisors’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.46M | Sell |
33,585
-1,574
| -4% | -$115K | 0.2% | 99 |
|
|
2024
Q4 | $2.2M | Sell |
35,159
-1,296
| -4% | -$81.2K | 0.17% | 116 |
|
|
2024
Q3 | $2.4M | Buy |
36,455
+17
| +0% | +$1.12K | 0.18% | 103 |
|
|
2024
Q2 | $2.63M | Sell |
36,438
-1,424
| -4% | -$103K | 0.2% | 90 |
|
|
2024
Q1 | $2.54M | Buy |
37,862
+1,035
| +3% | +$69.4K | 0.19% | 97 |
|
|
2023
Q4 | $2.42M | Sell |
36,827
-8,186
| -18% | -$539K | 0.21% | 88 |
|
|
2023
Q3 | $2.9M | Buy |
45,013
+3,412
| +8% | +$220K | 0.28% | 63 |
|
|
2023
Q2 | $2.51M | Sell |
41,601
-1,021
| -2% | -$61.6K | 0.23% | 83 |
|
|
2023
Q1 | $2.45M | Buy |
42,622
+957
| +2% | +$55.1K | 0.23% | 85 |
|
|
2022
Q4 | $2.37M | Buy |
41,665
+1,276
| +3% | +$72.7K | 0.22% | 91 |
|
|
2022
Q3 | $2.01M | Buy |
40,389
+12,070
| +43% | +$600K | 0.2% | 97 |
|
|
2022
Q2 | $1.48M | Sell |
28,319
-1,076
| -4% | -$56.3K | 0.14% | 161 |
|
|
2022
Q1 | $1.62M | Buy |
29,395
+11,476
| +64% | +$631K | 0.15% | 152 |
|
|
2021
Q4 | $778K | Buy |
+17,919
| New | +$778K | 0.07% | 381 |
|