Sowell Financial Services’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $994K | Sell |
14,112
-736
| -5% | -$51.8K | 0.04% | 413 |
|
|
2025
Q1 | $1.09M | Sell |
14,848
-3,186
| -18% | -$233K | 0.05% | 365 |
|
|
2024
Q4 | $1.13M | Sell |
18,034
-3,654
| -17% | -$229K | 0.06% | 298 |
|
|
2024
Q3 | $1.43M | Sell |
21,688
-218
| -1% | -$14.4K | 0.07% | 291 |
|
|
2024
Q2 | $1.58M | Sell |
21,906
-700
| -3% | -$50.5K | 0.08% | 262 |
|
|
2024
Q1 | $1.52M | Buy |
22,606
+2,702
| +14% | +$181K | 0.07% | 277 |
|
|
2023
Q4 | $1.31M | Sell |
19,904
-104
| -0.5% | -$6.85K | 0.07% | 287 |
|
|
2023
Q3 | $1.29M | Sell |
20,008
-5,777
| -22% | -$372K | 0.08% | 270 |
|
|
2023
Q2 | $1.56M | Buy |
25,785
+6,823
| +36% | +$412K | 0.09% | 261 |
|
|
2023
Q1 | $1.09M | Sell |
18,962
-10,594
| -36% | -$610K | 0.08% | 281 |
|
|
2022
Q4 | $1.68M | Buy |
29,556
+6,602
| +29% | +$376K | 0.11% | 219 |
|
|
2022
Q3 | $1.14M | Buy |
22,954
+2,863
| +14% | +$142K | 0.12% | 224 |
|
|
2022
Q2 | $1.05M | Buy |
+20,091
| New | +$1.05M | 0.1% | 160 |
|