United Capital Financial 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 | $2.04M | Buy |
29,011
+1,703
| +6% | +$120K | 0.02% | 436 |
|
|
2025
Q1 | $2M | Buy |
27,308
+1,337
| +5% | +$98K | 0.02% | 424 |
|
|
2024
Q4 | $1.63M | Sell |
25,971
-2,798
| -10% | -$175K | 0.01% | 459 |
|
|
2024
Q3 | $1.9M | Buy |
28,769
+680
| +2% | +$44.8K | 0.02% | 431 |
|
|
2024
Q2 | $2.03M | Sell |
28,089
-11,501
| -29% | -$830K | 0.02% | 400 |
|
|
2024
Q1 | $2.65M | Sell |
39,590
-4,061
| -9% | -$272K | 0.02% | 377 |
|
|
2023
Q4 | $2.87M | Sell |
43,651
-14,952
| -26% | -$984K | 0.02% | 356 |
|
|
2023
Q3 | $3.77M | Sell |
58,603
-5,613
| -9% | -$361K | 0.02% | 338 |
|
|
2023
Q2 | $3.88M | Sell |
64,216
-3,558
| -5% | -$215K | 0.02% | 350 |
|
|
2023
Q1 | $3.9M | Sell |
67,774
-10,593
| -14% | -$610K | 0.02% | 351 |
|
|
2022
Q4 | $4.46M | Sell |
78,367
-2,895
| -4% | -$165K | 0.03% | 345 |
|
|
2022
Q3 | $4.04M | Sell |
81,262
-2,301
| -3% | -$115K | 0.02% | 354 |
|
|
2022
Q2 | $4.37M | Buy |
83,563
+768
| +0.9% | +$40.2K | 0.02% | 357 |
|
|
2022
Q1 | $4.55M | Buy |
+82,795
| New | +$4.55M | 0.02% | 376 |
|