Stonebridge Capital Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $202K | Hold |
2,876
| – | – | 0.08% | 83 |
|
2025
Q1 | $211K | Buy |
+2,876
| New | +$211K | 0.09% | 79 |
|
2024
Q3 | – | Sell |
-2,876
| Closed | -$208K | – | 85 |
|
2024
Q2 | $208K | Buy |
+2,876
| New | +$208K | 0.09% | 78 |
|
2023
Q1 | – | Sell |
-5,366
| Closed | -$306K | – | 92 |
|
2022
Q4 | $306K | Sell |
5,366
-1,750
| -25% | -$99.8K | 0.15% | 76 |
|
2022
Q3 | $354K | Sell |
7,116
-603
| -8% | -$30K | 0.18% | 68 |
|
2022
Q2 | $404K | Hold |
7,719
| – | – | 0.18% | 68 |
|
2022
Q1 | $424K | Buy |
+7,719
| New | +$424K | 0.15% | 76 |
|