Caldwell Sutter Capital’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.1K | Sell |
726
-2
| -0.3% | -$141 | 0.02% | 354 |
|
|
2025
Q1 | $53.3K | Sell |
728
-11
| -1% | -$806 | 0.03% | 346 |
|
|
2024
Q4 | $46.3K | Hold |
739
| – | – | 0.02% | 369 |
|
|
2024
Q3 | $48.7K | Hold |
739
| – | – | 0.02% | 362 |
|
|
2024
Q2 | $53.3K | Hold |
739
| – | – | 0.03% | 345 |
|
|
2024
Q1 | $49.5K | Hold |
739
| – | – | 0.02% | 353 |
|
|
2023
Q4 | $48.6K | Hold |
739
| – | – | 0.02% | 337 |
|
|
2023
Q3 | $47.6K | Sell |
739
-700
| -49% | -$45.1K | 0.03% | 325 |
|
|
2023
Q2 | $86.9K | Buy |
1,439
+593
| +70% | +$35.8K | 0.05% | 268 |
|
|
2023
Q1 | $48.7K | Buy |
846
+146
| +21% | +$8.4K | 0.04% | 244 |
|
|
2022
Q4 | $39.9K | Buy |
+700
| New | +$39.9K | 0.04% | 190 |
|