Strategic Financial Concepts’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,707
| Closed | -$345K | – | 348 |
|
|
2025
Q1 | $345K | Buy |
4,707
+32
| +0.7% | +$2.35K | 0.06% | 219 |
|
|
2024
Q4 | $293K | Buy |
+4,675
| New | +$293K | 0.06% | 242 |
|
|
2024
Q3 | – | Sell |
-153,492
| Closed | -$243K | – | 645 |
|
|
2024
Q2 | $243K | Buy |
153,492
+148,213
| +2,808% | +$235K | 0.14% | 112 |
|
|
2024
Q1 | $354K | Buy |
5,279
+1,739
| +49% | +$117K | 0.09% | 207 |
|
|
2023
Q4 | $233K | Sell |
3,540
-872
| -20% | -$57.4K | 0.14% | 119 |
|
|
2023
Q3 | $284K | Sell |
4,412
-50
| -1% | -$3.22K | 0.1% | 191 |
|
|
2023
Q2 | $269K | Sell |
4,462
-139
| -3% | -$8.39K | 0.1% | 184 |
|
|
2023
Q1 | $265K | Buy |
+4,601
| New | +$265K | 0.11% | 168 |
|