A detailed history of Legacy Financial Advisors, Inc. transactions in Shell PLC stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 13,693 shares of SHEL stock, worth $896,480. This represents 0.18% of its overall portfolio holdings.

Number of Shares
13,693
Previous 13,964 1.94%
Holding current value
$896,480
Previous $1.01 Million 10.33%
% of portfolio
0.18%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$65.65 - $73.28 $17,791 - $19,858
-271 Reduced 1.94%
13,693 $903,000
Q2 2024

Aug 13, 2024

BUY
$67.92 - $74.17 $21,055 - $22,992
310 Added 2.27%
13,964 $1.01 Million
Q1 2024

May 14, 2024

BUY
$61.04 - $67.42 $28,566 - $31,552
468 Added 3.55%
13,654 $915,000
Q4 2023

Feb 06, 2024

BUY
$62.04 - $68.55 $85,987 - $95,010
1,386 Added 11.75%
13,186 $867,000
Q3 2023

Nov 13, 2023

BUY
$58.53 - $65.82 $64,968 - $73,060
1,110 Added 10.38%
11,800 $759,000
Q2 2023

Aug 08, 2023

BUY
$56.0 - $62.07 $48,888 - $54,187
873 Added 8.89%
10,690 $645,000
Q1 2023

May 03, 2023

SELL
$53.95 - $62.58 $10,466 - $12,140
-194 Reduced 1.94%
9,817 $564,000
Q4 2022

Feb 06, 2023

BUY
$50.18 - $58.47 $57,255 - $66,714
1,141 Added 12.86%
10,011 $570,000
Q3 2022

Nov 09, 2022

BUY
$22.42 - $55.66 $34,055 - $84,547
1,519 Added 20.66%
8,870 $441,000
Q2 2022

Aug 08, 2022

BUY
$24.75 - $30.77 $8,489 - $10,554
343 Added 4.89%
7,351 $384,000
Q1 2022

May 04, 2022

BUY
$22.42 - $27.83 $157,119 - $195,032
7,008 New
7,008 $385,000

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 $233B
  • 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 Legacy Financial Advisors, Inc. Portfolio

Follow Legacy Financial Advisors, Inc. 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 Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.