SOA Wealth Advisors’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.9K | Hold |
837
| – | – | 0.01% | 340 |
|
|
2025
Q1 | $61.3K | Hold |
837
| – | – | 0.01% | 312 |
|
|
2024
Q4 | $52.4K | Buy |
837
+22
| +3% | +$1.38K | 0.01% | 326 |
|
|
2024
Q3 | $53.8K | Hold |
815
| – | – | 0.01% | 313 |
|
|
2024
Q2 | $58.8K | Hold |
815
| – | – | 0.01% | 291 |
|
|
2024
Q1 | $54.6K | Buy |
815
+1
| +0.1% | +$67 | 0.01% | 297 |
|
|
2023
Q4 | $53.6K | Buy |
814
+1
| +0.1% | +$66 | 0.01% | 289 |
|
|
2023
Q3 | $52.3K | Buy |
813
+1
| +0.1% | +$64 | 0.01% | 278 |
|
|
2023
Q2 | $49K | Sell |
812
-1
| -0.1% | -$60 | 0.01% | 293 |
|
|
2023
Q1 | $46.8K | Buy |
813
+1
| +0.1% | +$58 | 0.01% | 292 |
|
|
2022
Q4 | $46.2K | Buy |
812
+2
| +0.2% | +$114 | 0.01% | 292 |
|
|
2022
Q3 | $40K | Buy |
810
+1
| +0.1% | +$49 | 0.01% | 294 |
|
|
2022
Q2 | $42K | Hold |
809
| – | – | 0.01% | 285 |
|
|
2022
Q1 | $44K | Buy |
+809
| New | +$44K | 0.01% | 328 |
|