Summit Securities 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 | $590K | Buy |
+8,374
| New | +$590K | 0.11% | 66 |
|
|
2025
Q1 | – | Sell |
-600
| Closed | -$37.6K | – | 921 |
|
|
2024
Q4 | $37.6K | Buy |
600
+200
| +50% | +$12.5K | 0.01% | 206 |
|
|
2024
Q3 | $26K | Sell |
400
-600
| -60% | -$39K | 0.01% | 202 |
|
|
2024
Q2 | $72K | Sell |
1,000
-400
| -29% | -$28.8K | 0.01% | 164 |
|
|
2024
Q1 | $94K | Sell |
1,400
-61,446
| -98% | -$4.13M | 0.02% | 103 |
|
|
2023
Q4 | $4.14M | Buy |
62,846
+58,946
| +1,511% | +$3.88M | 0.37% | 12 |
|
|
2023
Q3 | $251K | Sell |
3,900
-4,121
| -51% | -$265K | 0.03% | 65 |
|
|
2023
Q2 | $484K | Buy |
+8,021
| New | +$484K | 0.06% | 70 |
|
|
2023
Q1 | – | Sell |
-10,400
| Closed | -$592K | – | 1024 |
|
|
2022
Q4 | $592K | Sell |
10,400
-13,600
| -57% | -$774K | 0.02% | 86 |
|
|
2022
Q3 | $1.19M | Buy |
24,000
+9,100
| +61% | +$453K | 0.09% | 70 |
|
|
2022
Q2 | $779K | Sell |
14,900
-6,900
| -32% | -$361K | 0.1% | 77 |
|
|
2022
Q1 | $1.2M | Buy |
+21,800
| New | +$1.2M | 0.13% | 61 |
|