Segall Bryant & Hamill’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Sell |
57,526
-4,500
| -7% | -$317K | 0.06% | 340 |
|
|
2025
Q1 | $4.55M | Sell |
62,026
-168
| -0.3% | -$12.3K | 0.07% | 321 |
|
|
2024
Q4 | $3.9M | Sell |
62,194
-9,000
| -13% | -$564K | 0.05% | 368 |
|
|
2024
Q3 | $4.7M | Buy |
+71,194
| New | +$4.7M | 0.06% | 343 |
|
|
2023
Q4 | – | Sell |
-12,746
| Closed | -$821K | – | 464 |
|
|
2023
Q3 | $821K | Sell |
12,746
-507
| -4% | -$32.6K | 0.01% | 455 |
|
|
2023
Q2 | $800K | Buy |
13,253
+427
| +3% | +$25.8K | 0.01% | 514 |
|
|
2023
Q1 | $738K | Buy |
12,826
+1,802
| +16% | +$104K | 0.01% | 522 |
|
|
2022
Q4 | $627K | Sell |
11,024
-599
| -5% | -$34.1K | 0.01% | 541 |
|
|
2022
Q3 | $579K | Buy |
11,623
+688
| +6% | +$34.3K | 0.01% | 558 |
|
|
2022
Q2 | $572K | Buy |
10,935
+51
| +0.5% | +$2.67K | 0.01% | 562 |
|
|
2022
Q1 | $597K | Buy |
+10,884
| New | +$597K | 0.01% | 580 |
|