Stokes Family Office’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
4,232
+13
| +0.3% | +$915 | 0.03% | 200 |
|
|
2025
Q1 | $309K | Sell |
4,219
-270
| -6% | -$19.8K | 0.03% | 192 |
|
|
2024
Q4 | $281K | Buy |
4,489
+229
| +5% | +$14.3K | 0.03% | 199 |
|
|
2024
Q3 | $281K | Hold |
4,260
| – | – | 0.03% | 194 |
|
|
2024
Q2 | $307K | Buy |
4,260
+212
| +5% | +$15.3K | 0.04% | 186 |
|
|
2024
Q1 | $271K | Sell |
4,048
-69
| -2% | -$4.63K | 0.03% | 193 |
|
|
2023
Q4 | $271K | Sell |
4,117
-4,500
| -52% | -$296K | 0.04% | 184 |
|
|
2023
Q3 | $555K | Buy |
8,617
+497
| +6% | +$32K | 0.07% | 174 |
|
|
2023
Q2 | $490K | Buy |
8,120
+604
| +8% | +$36.5K | 0.06% | 176 |
|
|
2023
Q1 | $432K | Sell |
7,516
-572
| -7% | -$32.9K | 0.05% | 184 |
|
|
2022
Q4 | $461K | Sell |
8,088
-17
| -0.2% | -$968 | 0.06% | 173 |
|
|
2022
Q3 | $403K | Buy |
8,105
+551
| +7% | +$27.4K | 0.06% | 178 |
|
|
2022
Q2 | $395K | Buy |
7,554
+117
| +2% | +$6.12K | 0.05% | 181 |
|
|
2022
Q1 | $409K | Buy |
+7,437
| New | +$409K | 0.05% | 177 |
|