Stonegate Investment Group’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.48M Buy
2025
Q1
$1.43M Buy
2024
Q4
$782K Buy
2024
Q3
$790K Buy
2024
Q2
$826K Buy
2024
Q1
$583K Buy
2023
Q4
$472K Sell
2023
Q3
$484K Sell
2023
Q2
$456K Sell
2023
Q1
$573K Buy
2022
Q4
$451K Buy
2022
Q3
$360K Sell
2022
Q2
$382K Buy
2022
Q1
$317K Buy