Stephens Inc’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Sell |
52,359
-2,154
| -4% | -$152K | 0.05% | 331 |
|
|
2025
Q1 | $3.99M | Sell |
54,513
-32,589
| -37% | -$2.39M | 0.06% | 311 |
|
|
2024
Q4 | $5.46M | Sell |
87,102
-82,386
| -49% | -$5.16M | 0.08% | 251 |
|
|
2024
Q3 | $11.2M | Buy |
169,488
+5,800
| +4% | +$383K | 0.16% | 148 |
|
|
2024
Q2 | $11.8M | Sell |
163,688
-3,239
| -2% | -$234K | 0.18% | 130 |
|
|
2024
Q1 | $11.2M | Buy |
166,927
+11,060
| +7% | +$741K | 0.17% | 142 |
|
|
2023
Q4 | $10.3M | Buy |
155,867
+24,883
| +19% | +$1.64M | 0.18% | 133 |
|
|
2023
Q3 | $8.43M | Buy |
130,984
+11,654
| +10% | +$750K | 0.16% | 146 |
|
|
2023
Q2 | $7.21M | Buy |
119,330
+17,967
| +18% | +$1.08M | 0.13% | 177 |
|
|
2023
Q1 | $5.83M | Buy |
101,363
+15,830
| +19% | +$911K | 0.11% | 199 |
|
|
2022
Q4 | $4.87M | Buy |
85,533
+52,029
| +155% | +$2.96M | 0.1% | 209 |
|
|
2022
Q3 | $1.67M | Sell |
33,504
-275
| -0.8% | -$13.7K | 0.04% | 404 |
|
|
2022
Q2 | $1.77M | Sell |
33,779
-3,928
| -10% | -$205K | 0.04% | 411 |
|
|
2022
Q1 | $2.07M | Buy |
+37,707
| New | +$2.07M | 0.03% | 418 |
|