Sigma Planning Corp’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Sell |
9,410
-179
| -2% | -$12.6K | 0.02% | 669 |
|
|
2025
Q1 | $703K | Sell |
9,589
-477
| -5% | -$35K | 0.02% | 604 |
|
|
2024
Q4 | $631K | Sell |
10,066
-301
| -3% | -$18.9K | 0.02% | 641 |
|
|
2024
Q3 | $684K | Sell |
10,367
-523
| -5% | -$34.5K | 0.02% | 632 |
|
|
2024
Q2 | $786K | Buy |
10,890
+507
| +5% | +$36.6K | 0.02% | 551 |
|
|
2024
Q1 | $696K | Buy |
10,383
+4,739
| +84% | +$318K | 0.02% | 634 |
|
|
2023
Q4 | $371K | Sell |
5,644
-13,245
| -70% | -$871K | 0.03% | 563 |
|
|
2023
Q3 | $1.22M | Buy |
18,889
+1,667
| +10% | +$107K | 0.05% | 396 |
|
|
2023
Q2 | $1.04M | Sell |
17,222
-4,544
| -21% | -$274K | 0.04% | 439 |
|
|
2023
Q1 | $1.25M | Buy |
21,766
+3,267
| +18% | +$188K | 0.04% | 425 |
|
|
2022
Q4 | $1.05M | Buy |
18,499
+3,035
| +20% | +$173K | 0.04% | 460 |
|
|
2022
Q3 | $770K | Sell |
15,464
-317
| -2% | -$15.8K | 0.03% | 552 |
|
|
2022
Q2 | $825K | Buy |
15,781
+1,433
| +10% | +$74.9K | 0.03% | 545 |
|
|
2022
Q1 | $788K | Buy |
+14,348
| New | +$788K | 0.02% | 637 |
|