Aptus Capital Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $808K | Buy |
11,479
+2,117
| +23% | +$149K | 0.01% | 559 |
|
|
2025
Q1 | $686K | Sell |
9,362
-5,159
| -36% | -$378K | 0.01% | 573 |
|
|
2024
Q4 | $910K | Buy |
14,521
+6,915
| +91% | +$433K | 0.01% | 509 |
|
|
2024
Q3 | $502K | Sell |
7,606
-216
| -3% | -$14.2K | 0.01% | 536 |
|
|
2024
Q2 | $565K | Buy |
7,822
+3
| +0% | +$217 | 0.01% | 478 |
|
|
2024
Q1 | $524K | Buy |
+7,819
| New | +$524K | 0.01% | 499 |
|
|
2023
Q4 | – | Sell |
-3,940
| Closed | -$254K | – | 978 |
|
|
2023
Q3 | $254K | Buy |
3,940
+482
| +14% | +$31K | 0.01% | 507 |
|
|
2023
Q2 | $209K | Buy |
+3,458
| New | +$209K | 0.01% | 464 |
|
|
2023
Q1 | – | Sell |
-4,079
| Closed | -$232K | – | 881 |
|
|
2022
Q4 | $232K | Sell |
4,079
-2
| -0% | -$114 | 0.01% | 451 |
|
|
2022
Q3 | $204K | Buy |
+4,081
| New | +$204K | ﹤0.01% | 433 |
|