Advisors Capital Management’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$348K Sell
2025
Q1
$459K Buy
2024
Q4
$385K Sell
2024
Q3
$413K Buy
2024
Q2
$442K Buy
2024
Q1
$400K Sell
2023
Q4
$423K Buy
2023
Q3
$402K Buy
2023
Q2
$352K Sell
2023
Q1
$603K Buy
2022
Q4
$559K Buy