Strategic Global Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
14,436
+1,749
| +14% | +$123K | 0.17% | 112 |
|
|
2025
Q1 | $930K | Sell |
12,687
-274
| -2% | -$20.1K | 0.18% | 108 |
|
|
2024
Q4 | $812K | Buy |
12,961
+27
| +0.2% | +$1.69K | 0.15% | 107 |
|
|
2024
Q3 | $853K | Buy |
12,934
+5,365
| +71% | +$354K | 0.17% | 108 |
|
|
2024
Q2 | $1.02M | Buy |
7,569
+3,914
| +107% | +$527K | 0.21% | 101 |
|
|
2024
Q1 | $245K | Sell |
3,655
-10
| -0.3% | -$670 | 0.05% | 133 |
|
|
2023
Q4 | $241K | Sell |
3,665
-605
| -14% | -$39.8K | 0.06% | 143 |
|
|
2023
Q3 | $275K | Buy |
+4,270
| New | +$275K | 0.05% | 133 |
|
|
2023
Q2 | – | Sell |
-12,130
| Closed | -$698K | – | 161 |
|
|
2023
Q1 | $698K | Sell |
12,130
-522
| -4% | -$30K | 0.11% | 109 |
|
|
2022
Q4 | $721K | Sell |
12,652
-12
| -0.1% | -$683 | 0.12% | 104 |
|
|
2022
Q3 | $630K | Buy |
12,664
+853
| +7% | +$42.4K | 0.11% | 107 |
|
|
2022
Q2 | $618K | Sell |
11,811
-155
| -1% | -$8.11K | 0.09% | 114 |
|
|
2022
Q1 | $657K | Buy |
+11,966
| New | +$657K | 0.1% | 108 |
|