Sheaff Brock Investment Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $305K | Hold |
4,157
| – | – | 0.03% | 328 |
|
|
2024
Q4 | $260K | Sell |
4,157
-65
| -2% | -$4.07K | 0.02% | 356 |
|
|
2024
Q3 | $278K | Hold |
4,222
| – | – | 0.02% | 338 |
|
|
2024
Q2 | $305K | Sell |
4,222
-1,582
| -27% | -$114K | 0.03% | 322 |
|
|
2024
Q1 | $389K | Sell |
5,804
-233
| -4% | -$15.6K | 0.02% | 314 |
|
|
2023
Q4 | $397K | Sell |
6,037
-900
| -13% | -$59.2K | 0.03% | 297 |
|
|
2023
Q3 | $447K | Sell |
6,937
-1,313
| -16% | -$84.5K | 0.04% | 264 |
|
|
2023
Q2 | $498K | Buy |
8,250
+336
| +4% | +$20.3K | 0.04% | 258 |
|
|
2023
Q1 | $455K | Buy |
7,914
+294
| +4% | +$16.9K | 0.04% | 270 |
|
|
2022
Q4 | $434K | Buy |
7,620
+523
| +7% | +$29.8K | 0.04% | 267 |
|
|
2022
Q3 | $353K | Buy |
7,097
+2,482
| +54% | +$123K | 0.04% | 291 |
|
|
2022
Q2 | $241K | Sell |
4,615
-400
| -8% | -$20.9K | 0.02% | 378 |
|
|
2022
Q1 | $275K | Buy |
+5,015
| New | +$275K | 0.02% | 383 |
|