Sequoia Financial Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Buy |
49,889
+309
| +0.6% | +$21.8K | 0.02% | 346 |
|
|
2025
Q1 | $3.63M | Buy |
49,580
+1,814
| +4% | +$133K | 0.03% | 319 |
|
|
2024
Q4 | $2.99M | Buy |
47,766
+2,741
| +6% | +$172K | 0.03% | 326 |
|
|
2024
Q3 | $2.97M | Buy |
45,025
+9,094
| +25% | +$600K | 0.03% | 293 |
|
|
2024
Q2 | $2.59M | Buy |
35,931
+1,083
| +3% | +$78.2K | 0.03% | 277 |
|
|
2024
Q1 | $2.34M | Sell |
34,848
-28,217
| -45% | -$1.89M | 0.03% | 300 |
|
|
2023
Q4 | $4.15M | Buy |
63,065
+30,253
| +92% | +$1.99M | 0.05% | 234 |
|
|
2023
Q3 | $2.11M | Buy |
32,812
+780
| +2% | +$50.2K | 0.04% | 226 |
|
|
2023
Q2 | $1.93M | Buy |
32,032
+5,727
| +22% | +$346K | 0.03% | 246 |
|
|
2023
Q1 | $1.51M | Buy |
26,305
+1,076
| +4% | +$61.9K | 0.03% | 249 |
|
|
2022
Q4 | $1.44M | Buy |
25,229
+7,117
| +39% | +$405K | 0.04% | 236 |
|
|
2022
Q3 | $901K | Sell |
18,112
-1,912
| -10% | -$95.1K | 0.03% | 226 |
|
|
2022
Q2 | $1.05M | Sell |
20,024
-1,597
| -7% | -$83.5K | 0.03% | 227 |
|
|
2022
Q1 | $1.19M | Buy |
+21,621
| New | +$1.19M | 0.03% | 235 |
|