Syverson Strege & Co’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
+4,933
| New | +$347K | 0.08% | 100 |
|
|
2023
Q2 | – | Sell |
-2,478
| Closed | -$143K | – | 517 |
|
|
2023
Q1 | $143K | Buy |
2,478
+937
| +61% | +$53.9K | 0.06% | 71 |
|
|
2022
Q4 | $87.7K | Hold |
1,541
| – | – | 0.04% | 101 |
|
|
2022
Q3 | $77K | Sell |
1,541
-402
| -21% | -$20.1K | 0.04% | 100 |
|
|
2022
Q2 | $102K | Buy |
+1,943
| New | +$102K | 0.04% | 99 |
|