Shell Asset Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Sell |
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|
2025
Q1 | $463K | Sell |
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|
2024
Q4 | $543K | Sell |
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|
2024
Q3 | $481K | Buy |
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|
2024
Q1 | $431K | Sell |
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $448K | Sell |
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|
2023
Q2 | $442K | Sell |
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|
2023
Q1 | $441K | Sell |
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|
2022
Q4 | $437K | Sell |
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|
2022
Q3 | $473K | Sell |
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|
2022
Q2 | $645K | Buy |
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|
2022
Q1 | $780K | Sell |
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|
2021
Q4 | $929K | Buy |
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|
2021
Q3 | $858K | Sell |
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|
2021
Q2 | $854K | Buy |
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|
2021
Q1 | $798K | Sell |
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|
2020
Q4 | $632K | Buy |
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|
2020
Q3 | $352K | Hold |
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|
2020
Q2 | $331K | Sell |
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|
2020
Q1 | $326K | Sell |
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|
2019
Q4 | $487K | Sell |
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|
2019
Q3 | $469K | Sell |
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|
2019
Q2 | $487K | Sell |
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|
2019
Q1 | $445K | Buy |
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