Steward Partners Investment Advisory’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Sell |
36,136
-1,315
| -4% | -$92.6K | 0.02% | 634 |
|
|
2025
Q1 | $2.74M | Sell |
37,451
-4,524
| -11% | -$332K | 0.02% | 561 |
|
|
2024
Q4 | $2.63M | Buy |
41,975
+106
| +0.3% | +$6.64K | 0.02% | 556 |
|
|
2024
Q3 | $2.76M | Buy |
41,869
+3,315
| +9% | +$219K | 0.03% | 526 |
|
|
2024
Q2 | $2.78M | Buy |
38,554
+176
| +0.5% | +$12.7K | 0.03% | 492 |
|
|
2024
Q1 | $2.57M | Sell |
38,378
-959
| -2% | -$64.3K | 0.03% | 501 |
|
|
2023
Q4 | $2.59M | Sell |
39,337
-4,126
| -9% | -$271K | 0.04% | 439 |
|
|
2023
Q3 | $2.8M | Buy |
43,463
+3,414
| +9% | +$220K | 0.04% | 382 |
|
|
2023
Q2 | $2.42M | Buy |
40,049
+394
| +1% | +$23.8K | 0.04% | 428 |
|
|
2023
Q1 | $2.28M | Sell |
39,655
-19,936
| -33% | -$1.15M | 0.04% | 434 |
|
|
2022
Q4 | $3.39M | Buy |
59,591
+9,148
| +18% | +$521K | 0.06% | 326 |
|
|
2022
Q3 | $2.51M | Buy |
50,443
+21,250
| +73% | +$1.06M | 0.05% | 367 |
|
|
2022
Q2 | $1.53M | Sell |
29,193
-3,756
| -11% | -$196K | 0.03% | 514 |
|
|
2022
Q1 | $1.81M | Buy |
+32,949
| New | +$1.81M | 0.03% | 510 |
|