A detailed history of Lake Street Advisors Group, LLC transactions in Shell PLC stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 12,876 shares of SHEL stock, worth $859,859. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,876
Previous 12,091 6.49%
Holding current value
$859,859
Previous $810,000 14.69%
% of portfolio
0.05%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$67.92 - $74.17 $53,317 - $58,223
785 Added 6.49%
12,876 $929,000
Q1 2024

May 13, 2024

BUY
$61.04 - $67.42 $265,096 - $292,805
4,343 Added 56.05%
12,091 $810,000
Q4 2023

May 30, 2024

BUY
$62.04 - $68.55 $59,868 - $66,150
965 Added 7.98%
13,056 $859,000
Q4 2023

Feb 13, 2024

SELL
$62.04 - $68.55 $330,921 - $365,645
-5,334 Reduced 40.77%
7,748 $509,000
Q3 2023

Nov 14, 2023

SELL
$58.53 - $65.82 $20,719 - $23,300
-354 Reduced 2.63%
13,082 $842,000
Q2 2023

Aug 10, 2023

BUY
$56.0 - $62.07 $28,504 - $31,593
509 Added 3.94%
13,436 $811,000
Q1 2023

May 15, 2023

BUY
$53.95 - $62.58 $1,132 - $1,314
21 Added 0.16%
12,927 $744,000
Q4 2022

Feb 13, 2023

SELL
$50.18 - $58.47 $52,839 - $61,568
-1,053 Reduced 7.54%
12,906 $735,000
Q3 2022

Nov 14, 2022

BUY
$22.42 - $55.66 $50,826 - $126,181
2,267 Added 19.39%
13,959 $695,000
Q2 2022

Aug 02, 2022

BUY
$24.75 - $30.77 $11,904 - $14,800
481 Added 4.29%
11,692 $611,000
Q1 2022

May 11, 2022

BUY
$22.42 - $27.83 $251,350 - $312,002
11,211 New
11,211 $616,000

Others Institutions Holding SHEL

About Shell plc


  • Ticker SHEL
  • Exchange OTC
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 3,560,539,904
  • Market Cap $238B
  • Description
  • Shell plc operates as an energy and petrochemical company Europe, Asia, Oceania, Africa, the United States, and Rest of the Americas. The company operates through Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions segments. It explores for and extracts crude oil, natural gas, and natural gas liquids;...
More about SHEL
Track This Portfolio

Track Lake Street Advisors Group, LLC Portfolio

Follow Lake Street Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Street Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lake Street Advisors Group, LLC with notifications on news.