SOA Wealth Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $35K | Sell |
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|
2025
Q2 | $58.9K | Hold |
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|
2025
Q1 | $61.3K | Hold |
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|
2024
Q4 | $52.4K | Buy |
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|
2024
Q3 | $53.8K | Hold |
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|
2024
Q2 | $58.8K | Hold |
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|
2024
Q1 | $54.6K | Buy |
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|
2023
Q4 | $53.6K | Buy |
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|
2023
Q3 | $52.3K | Buy |
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|
2023
Q2 | $49K | Sell |
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|
2023
Q1 | $46.8K | Buy |
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|
2022
Q4 | $46.2K | Buy |
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|
2022
Q3 | $40K | Buy |
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|
2022
Q2 | $42K | Hold |
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|
2022
Q1 | $44K | Buy |
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