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Edge Capital Group, LLC

SEC CIK
0001767220
Latest filing
Feb 4, 2025

SHEL holding history

Shell plc in every 13F filed by Edge Capital Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SHEL overviewAll 13F holders of SHELFull Q4 2024 holdings

Shares (Q4 2024)
13
Value
$11.8M
% of portfolio
0.5%
Quarters held
12
Since Q1 2022
Holdings of SHEL by Edge Capital Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202413$11.8M0.5%−125,760−100.0%ReducedHolders
Q3 2024125,773$8.29M0.4%+1,231+1.0%AddedHolders
Q2 2024124,542$8.99M0.4%+3,096+2.5%AddedHolders
Q1 2024121,446$8.14M0.4%+6,605+5.8%AddedHolders
Q4 2023114,841$7.56M0.4%−1,527−1.3%ReducedHolders
Q3 2023116,368$7.49M0.5%−70,312−37.7%ReducedHolders
Q2 2023186,680$11.3M0.6%−80,024−30.0%ReducedHolders
Q1 2023266,704$15.3M0.9%+116,857+78.0%AddedHolders
Q4 2022149,847$8.53M0.6%+40,830+37.5%AddedHolders
Q3 2022109,017$5.42M0.4%+108,599+25,980.6%AddedHolders
Q2 2022418$12.0K<0.1%−108,011−99.6%ReducedHolders
Q1 2022108,429$5.96M0.4%+108,429NewHolders