SevenBridge Financial Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,929
| Closed | -$265K | – | 226 |
|
|
2024
Q4 | $265K | Hold |
3,929
| – | – | 0.05% | 191 |
|
|
2024
Q3 | $263K | Sell |
3,929
-43
| -1% | -$2.87K | 0.05% | 193 |
|
|
2024
Q2 | $277K | Sell |
3,972
-220
| -5% | -$15.3K | 0.06% | 178 |
|
|
2024
Q1 | $303K | Sell |
4,192
-892
| -18% | -$64.6K | 0.07% | 170 |
|
|
2023
Q4 | $335K | Sell |
5,084
-50
| -1% | -$3.29K | 0.08% | 154 |
|
|
2023
Q3 | $331K | Buy |
5,134
+88
| +2% | +$5.67K | 0.09% | 146 |
|
|
2023
Q2 | $305K | Sell |
5,046
-255
| -5% | -$15.4K | 0.08% | 150 |
|
|
2023
Q1 | $305K | Hold |
5,301
| – | – | 0.08% | 149 |
|
|
2022
Q4 | $302K | Hold |
5,301
| – | – | 0.09% | 155 |
|
|
2022
Q3 | $264K | Hold |
5,301
| – | – | 0.09% | 147 |
|
|
2022
Q2 | $277K | Sell |
5,301
-200
| -4% | -$10.5K | 0.11% | 118 |
|
|
2022
Q1 | $302K | Buy |
+5,501
| New | +$302K | 0.11% | 131 |
|