SIA
SeaBridge Investment Advisors’s Shell SHEL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $225K | Hold |
3,200
| – | – | 0.04% | 188 |
|
2025
Q1 | $234K | Hold |
3,200
| – | – | 0.05% | 181 |
|
2024
Q4 | $200K | Hold |
3,200
| – | – | 0.04% | 199 |
|
2024
Q3 | $211K | Hold |
3,200
| – | – | 0.05% | 145 |
|
2024
Q2 | $231K | Hold |
3,200
| – | – | 0.06% | 139 |
|
2024
Q1 | $215K | Hold |
3,200
| – | – | 0.06% | 140 |
|
2023
Q4 | $211K | Hold |
3,200
| – | – | 0.06% | 145 |
|
2023
Q3 | $206K | Buy |
+3,200
| New | +$206K | 0.07% | 130 |
|