Soltis Investment Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
+8,360
| New | +$589K | 0.05% | 235 |
|
|
2024
Q4 | – | Sell |
-3,722
| Closed | -$245K | – | 389 |
|
|
2024
Q3 | $245K | Sell |
3,722
-58,839
| -94% | -$3.88M | 0.02% | 309 |
|
|
2024
Q2 | $4.52M | Buy |
+62,561
| New | +$4.52M | 0.48% | 66 |
|
|
2023
Q3 | – | Sell |
-3,834
| Closed | -$231K | – | 278 |
|
|
2023
Q2 | $231K | Buy |
+3,834
| New | +$231K | 0.03% | 237 |
|