Advisors Capital Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Sell |
4,937
-1,324
| -21% | -$93.2K | ﹤0.01% | 424 |
|
|
2025
Q1 | $459K | Buy |
6,261
+116
| +2% | +$8.5K | 0.01% | 373 |
|
|
2024
Q4 | $385K | Sell |
6,145
-120
| -2% | -$7.52K | 0.01% | 414 |
|
|
2024
Q3 | $413K | Buy |
6,265
+141
| +2% | +$9.3K | 0.01% | 386 |
|
|
2024
Q2 | $442K | Buy |
6,124
+156
| +3% | +$11.3K | 0.01% | 374 |
|
|
2024
Q1 | $400K | Sell |
5,968
-462
| -7% | -$31K | 0.01% | 380 |
|
|
2023
Q4 | $423K | Buy |
6,430
+182
| +3% | +$12K | 0.01% | 364 |
|
|
2023
Q3 | $402K | Buy |
6,248
+413
| +7% | +$26.6K | 0.01% | 323 |
|
|
2023
Q2 | $352K | Sell |
5,835
-4,647
| -44% | -$280K | 0.01% | 355 |
|
|
2023
Q1 | $603K | Buy |
10,482
+673
| +7% | +$38.7K | 0.02% | 283 |
|
|
2022
Q4 | $559K | Buy |
+9,809
| New | +$559K | 0.02% | 294 |
|