CFIA
Cantor Fitzgerald Investment Advisors’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3M | Sell |
287,610
-606
| -0.2% | -$42.7K | 1.43% | 16 |
|
|
2025
Q1 | $21.1M | Sell |
288,216
-43,244
| -13% | -$3.17M | 1.54% | 13 |
|
|
2024
Q4 | $20.8M | Buy |
331,460
+2,453
| +0.7% | +$154K | 1.44% | 16 |
|
|
2024
Q3 | $21.7M | Buy |
329,007
+87
| +0% | +$5.74K | 1.48% | 15 |
|
|
2024
Q2 | $23.7M | Sell |
328,920
-7,138
| -2% | -$515K | 1.83% | 7 |
|
|
2024
Q1 | $22.5M | Sell |
336,058
-7,837
| -2% | -$525K | 1.67% | 15 |
|
|
2023
Q4 | $22.6M | Buy |
+343,895
| New | +$22.6M | 1.75% | 13 |
|
|
2022
Q1 | $25.7M | Buy |
+468,714
| New | +$25.7M | 1.15% | 23 |
|