Smith, Moore & 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 | $740K | Buy |
10,509
+2,574
| +32% | +$181K | 0.06% | 249 |
|
|
2025
Q1 | $582K | Buy |
7,935
+95
| +1% | +$6.96K | 0.05% | 265 |
|
|
2024
Q4 | $491K | Buy |
7,840
+3,603
| +85% | +$226K | 0.04% | 292 |
|
|
2024
Q3 | $279K | Buy |
4,237
+2
| +0% | +$132 | 0.03% | 372 |
|
|
2024
Q2 | $306K | Buy |
4,235
+39
| +0.9% | +$2.82K | 0.03% | 348 |
|
|
2024
Q1 | $281K | Sell |
4,196
-210
| -5% | -$14.1K | 0.03% | 354 |
|
|
2023
Q4 | $290K | Buy |
4,406
+91
| +2% | +$5.99K | 0.03% | 329 |
|
|
2023
Q3 | $278K | Buy |
4,315
+2
| +0% | +$129 | 0.04% | 320 |
|
|
2023
Q2 | $260K | Buy |
4,313
+489
| +13% | +$29.5K | 0.03% | 331 |
|
|
2023
Q1 | $220K | Sell |
3,824
-2,651
| -41% | -$153K | 0.03% | 351 |
|
|
2022
Q4 | $369K | Sell |
6,475
-288
| -4% | -$16.4K | 0.05% | 268 |
|
|
2022
Q3 | $337K | Buy |
6,763
+331
| +5% | +$16.5K | 0.05% | 273 |
|
|
2022
Q2 | $336K | Buy |
6,432
+351
| +6% | +$18.3K | 0.05% | 281 |
|
|
2022
Q1 | $334K | Buy |
+6,081
| New | +$334K | 0.05% | 303 |
|