A detailed history of Sequoia Financial Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 45,025 shares of SHEL stock, worth $2.73 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
45,025
Previous 35,931 25.31%
Holding current value
$2.73 Million
Previous $2.59 Million 14.5%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 21, 2024

BUY
$65.65 - $73.28 $597,021 - $666,408
9,094 Added 25.31%
45,025 $2.97 Million
Q2 2024

Jul 15, 2024

BUY
$67.92 - $74.17 $73,557 - $80,326
1,083 Added 3.11%
35,931 $2.59 Million
Q1 2024

Apr 30, 2024

SELL
$61.04 - $67.42 $1.72 Million - $1.9 Million
-28,217 Reduced 44.74%
34,848 $2.34 Million
Q4 2023

Jan 25, 2024

BUY
$62.04 - $68.55 $1.88 Million - $2.07 Million
30,253 Added 92.2%
63,065 $4.15 Million
Q3 2023

Nov 08, 2023

BUY
$58.53 - $65.82 $45,653 - $51,339
780 Added 2.44%
32,812 $2.11 Million
Q2 2023

Aug 08, 2023

BUY
$56.0 - $62.07 $320,712 - $355,474
5,727 Added 21.77%
32,032 $1.93 Million
Q1 2023

Apr 24, 2023

BUY
$53.95 - $62.58 $58,050 - $67,336
1,076 Added 4.26%
26,305 $1.51 Million
Q4 2022

Jan 17, 2023

BUY
$50.18 - $58.47 $357,131 - $416,130
7,117 Added 39.29%
25,229 $0
Q3 2022

Oct 26, 2022

SELL
$22.42 - $55.66 $42,867 - $106,421
-1,912 Reduced 9.55%
18,112 $901,000
Q2 2022

Jul 22, 2022

SELL
$24.75 - $30.77 $39,525 - $49,139
-1,597 Reduced 7.39%
20,024 $1.05 Million
Q1 2022

May 13, 2022

BUY
$22.42 - $27.83 $484,742 - $601,712
21,621 New
21,621 $1.19 Million

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 $216B
  • 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
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