Valeo 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 | $1.54M | Sell |
21,896
-2,750
| -11% | -$194K | 0.04% | 205 |
|
|
2025
Q1 | $1.81M | Buy |
24,646
+585
| +2% | +$42.9K | 0.05% | 173 |
|
|
2024
Q4 | $1.51M | Sell |
24,061
-1,062
| -4% | -$66.5K | 0.04% | 182 |
|
|
2024
Q3 | $1.66M | Sell |
25,123
-2,505
| -9% | -$165K | 0.05% | 178 |
|
|
2024
Q2 | $1.99M | Sell |
27,628
-1,797
| -6% | -$130K | 0.06% | 146 |
|
|
2024
Q1 | $2.15M | Sell |
29,425
-1,256
| -4% | -$91.9K | 0.08% | 135 |
|
|
2023
Q4 | $2.02M | Sell |
30,681
-3,574
| -10% | -$235K | 0.08% | 135 |
|
|
2023
Q3 | $2.21M | Sell |
34,255
-9,261
| -21% | -$596K | 0.1% | 116 |
|
|
2023
Q2 | $1.99M | Sell |
43,516
-635
| -1% | -$29.1K | 0.09% | 124 |
|
|
2023
Q1 | $1.94M | Buy |
44,151
+3,578
| +9% | +$157K | 0.09% | 131 |
|
|
2022
Q4 | $1.71M | Buy |
40,573
+24
| +0.1% | +$1.01K | 0.09% | 128 |
|
|
2022
Q3 | $1.5M | Buy |
40,549
+10,029
| +33% | +$370K | 0.1% | 127 |
|
|
2022
Q2 | $1.6M | Buy |
30,520
+4,908
| +19% | +$257K | 0.1% | 119 |
|
|
2022
Q1 | $1.41M | Buy |
+25,612
| New | +$1.41M | 0.07% | 157 |
|