Summit Financial Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $463K | Sell |
6,910
-50
| -0.7% | -$3.35K | 0.16% | 121 |
|
|
2023
Q4 | $458K | Sell |
6,960
-65
| -0.9% | -$4.28K | 0.18% | 119 |
|
|
2023
Q3 | $452K | Hold |
7,025
| – | – | 0.19% | 116 |
|
|
2023
Q2 | $424K | Hold |
7,025
| – | – | 0.17% | 133 |
|
|
2023
Q1 | $404K | Sell |
7,025
-35
| -0.5% | -$2.01K | 0.15% | 135 |
|
|
2022
Q4 | $402K | Hold |
7,060
| – | – | 0.16% | 136 |
|
|
2022
Q3 | $351K | Sell |
7,060
-30
| -0.4% | -$1.49K | 0.15% | 142 |
|
|
2022
Q2 | $371K | Hold |
7,090
| – | – | 0.14% | 139 |
|
|
2022
Q1 | $389K | Buy |
+7,090
| New | +$389K | 0.13% | 142 |
|