Shoker Investment Counsel’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $744K | Sell |
10,572
-24
| -0.2% | -$1.69K | 0.23% | 61 |
|
2025
Q1 | $777K | Hold |
10,596
| – | – | 0.26% | 60 |
|
2024
Q4 | $664K | Sell |
10,596
-67
| -0.6% | -$4.2K | 0.22% | 63 |
|
2024
Q3 | $703K | Sell |
10,663
-1,827
| -15% | -$120K | 0.24% | 61 |
|
2024
Q2 | $902K | Sell |
12,490
-194
| -2% | -$14K | 0.32% | 58 |
|
2024
Q1 | $862K | Hold |
12,684
| – | – | 0.31% | 56 |
|
2023
Q4 | $835K | Buy |
12,684
+120
| +1% | +$7.9K | 0.32% | 53 |
|
2023
Q3 | $809K | Sell |
12,564
-1,281
| -9% | -$82.5K | 0.35% | 51 |
|
2023
Q2 | $836K | Sell |
13,845
-720
| -5% | -$43.5K | 0.35% | 51 |
|
2023
Q1 | $838K | Hold |
14,565
| – | – | 0.37% | 54 |
|
2022
Q4 | $830K | Sell |
14,565
-1,030
| -7% | -$58.7K | 0.37% | 57 |
|
2022
Q3 | $775K | Sell |
15,595
-68
| -0.4% | -$3.38K | 0.41% | 53 |
|
2022
Q2 | $818K | Sell |
15,663
-1,352
| -8% | -$70.6K | 0.43% | 52 |
|
2022
Q1 | $934K | Buy |
+17,015
| New | +$934K | 0.46% | 51 |
|