Shufro Rose & Co’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Hold |
23,514
| – | – | 0.14% | 83 |
|
|
2025
Q1 | $1.72M | Buy |
23,514
+3,064
| +15% | +$225K | 0.14% | 84 |
|
|
2024
Q4 | $1.28M | Sell |
20,450
-400
| -2% | -$25.1K | 0.1% | 100 |
|
|
2024
Q3 | $1.5M | Hold |
20,850
| – | – | 0.12% | 93 |
|
|
2024
Q2 | $1.5M | Buy |
20,850
+400
| +2% | +$28.9K | 0.12% | 93 |
|
|
2024
Q1 | $1.37M | Buy |
20,450
+1,800
| +10% | +$121K | 0.11% | 101 |
|
|
2023
Q4 | $1.2M | Buy |
18,650
+200
| +1% | +$12.9K | 0.11% | 101 |
|
|
2023
Q3 | $1.19M | Sell |
18,450
-1,000
| -5% | -$64.4K | 0.11% | 102 |
|
|
2023
Q2 | $1.17M | Sell |
19,450
-950
| -5% | -$57.4K | 0.11% | 104 |
|
|
2023
Q1 | $1.17M | Buy |
20,400
+250
| +1% | +$14.4K | 0.11% | 102 |
|
|
2022
Q4 | $1.15M | Buy |
20,150
+100
| +0.5% | +$5.7K | 0.1% | 107 |
|
|
2022
Q3 | $998K | Sell |
20,050
-300
| -1% | -$14.9K | 0.1% | 109 |
|
|
2022
Q2 | $1.06M | Buy |
20,350
+6,800
| +50% | +$356K | 0.09% | 109 |
|
|
2022
Q1 | $744K | Buy |
+13,550
| New | +$744K | 0.06% | 146 |
|