Summit Financial Group’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$463K Sell
2023
Q4
$458K Sell
2023
Q3
$452K Hold
2023
Q2
$424K Hold
2023
Q1
$404K Sell
2022
Q4
$402K Hold
2022
Q3
$351K Sell
2022
Q2
$371K Hold
2022
Q1
$389K Buy