Stonegate Investment Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
21,025
+1,498
| +8% | +$105K | 0.04% | 149 |
|
|
2025
Q1 | $1.43M | Buy |
19,527
+7,042
| +56% | +$516K | 0.04% | 134 |
|
|
2024
Q4 | $782K | Buy |
12,485
+500
| +4% | +$31.3K | 0.02% | 173 |
|
|
2024
Q3 | $790K | Buy |
11,985
+547
| +5% | +$36.1K | 0.02% | 183 |
|
|
2024
Q2 | $826K | Buy |
11,438
+2,738
| +31% | +$198K | 0.02% | 179 |
|
|
2024
Q1 | $583K | Buy |
8,700
+1,521
| +21% | +$102K | 0.02% | 203 |
|
|
2023
Q4 | $472K | Sell |
7,179
-341
| -5% | -$22.4K | 0.02% | 209 |
|
|
2023
Q3 | $484K | Sell |
7,520
-39
| -0.5% | -$2.51K | 0.02% | 201 |
|
|
2023
Q2 | $456K | Sell |
7,559
-2,403
| -24% | -$145K | 0.02% | 208 |
|
|
2023
Q1 | $573K | Buy |
9,962
+2,042
| +26% | +$117K | 0.02% | 195 |
|
|
2022
Q4 | $451K | Buy |
7,920
+681
| +9% | +$38.8K | 0.02% | 211 |
|
|
2022
Q3 | $360K | Sell |
7,239
-68
| -0.9% | -$3.38K | 0.02% | 209 |
|
|
2022
Q2 | $382K | Buy |
7,307
+1,538
| +27% | +$80.4K | 0.02% | 208 |
|
|
2022
Q1 | $317K | Buy |
+5,769
| New | +$317K | 0.01% | 205 |
|