Valley National Advisers’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31K | Sell |
443
-71
| -14% | -$4.97K | 0.01% | 435 |
|
|
2025
Q1 | $37K | Buy |
514
+71
| +16% | +$5.11K | 0.01% | 410 |
|
|
2024
Q4 | $27K | Buy |
443
+400
| +930% | +$24.4K | ﹤0.01% | 423 |
|
|
2024
Q3 | $2K | Sell |
43
-87
| -67% | -$4.05K | ﹤0.01% | 669 |
|
|
2024
Q2 | $9K | Hold |
130
| – | – | ﹤0.01% | 656 |
|
|
2024
Q1 | $8K | Sell |
130
-283
| -69% | -$17.4K | ﹤0.01% | 700 |
|
|
2023
Q4 | $27K | Buy |
413
+283
| +218% | +$18.5K | ﹤0.01% | 495 |
|
|
2023
Q3 | $8K | Hold |
130
| – | – | ﹤0.01% | 645 |
|
|
2023
Q2 | $8K | Hold |
130
| – | – | ﹤0.01% | 645 |
|
|
2023
Q1 | $8K | Hold |
130
| – | – | ﹤0.01% | 630 |
|
|
2022
Q4 | $7K | Hold |
130
| – | – | ﹤0.01% | 629 |
|
|
2022
Q3 | $7K | Hold |
130
| – | – | ﹤0.01% | 637 |
|
|
2022
Q2 | $6K | Hold |
130
| – | – | ﹤0.01% | 649 |
|
|
2022
Q1 | $7K | Buy |
+130
| New | +$7K | ﹤0.01% | 654 |
|