SFMG Wealth 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 | $217K | Buy |
3,083
+29
| +0.9% | +$2.04K | 0.02% | 247 |
|
|
2025
Q1 | $224K | Buy |
+3,054
| New | +$224K | 0.02% | 244 |
|
|
2024
Q4 | – | Sell |
-3,318
| Closed | -$219K | – | 287 |
|
|
2024
Q3 | $219K | Buy |
3,318
+50
| +2% | +$3.3K | 0.02% | 239 |
|
|
2024
Q2 | $236K | Buy |
3,268
+85
| +3% | +$6.14K | 0.02% | 220 |
|
|
2024
Q1 | $213K | Buy |
+3,183
| New | +$213K | 0.02% | 241 |
|
|
2023
Q1 | – | Sell |
-4,193
| Closed | -$239K | – | 275 |
|
|
2022
Q4 | $239K | Sell |
4,193
-19
| -0.5% | -$1.08K | 0.03% | 202 |
|
|
2022
Q3 | $212K | Hold |
4,212
| – | – | 0.02% | 211 |
|
|
2022
Q2 | $220K | Hold |
4,212
| – | – | 0.03% | 218 |
|
|
2022
Q1 | $231K | Buy |
+4,212
| New | +$231K | 0.02% | 242 |
|