Capital Advisors Inc’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Sell |
7,164
-734
| -9% | -$51.7K | 0.01% | 198 |
|
|
2025
Q1 | $579K | Buy |
7,898
+440
| +6% | +$32.2K | 0.01% | 186 |
|
|
2024
Q4 | $467K | Buy |
7,458
+190
| +3% | +$11.9K | 0.01% | 197 |
|
|
2024
Q3 | $479K | Buy |
7,268
+1,846
| +34% | +$122K | 0.01% | 200 |
|
|
2024
Q2 | $391K | Buy |
5,422
+652
| +14% | +$47.1K | 0.01% | 221 |
|
|
2024
Q1 | $320K | Buy |
4,770
+180
| +4% | +$12.1K | 0.01% | 241 |
|
|
2023
Q4 | $302K | Buy |
4,590
+270
| +6% | +$17.8K | 0.01% | 248 |
|
|
2023
Q3 | $278K | Sell |
4,320
-396
| -8% | -$25.5K | 0.01% | 219 |
|
|
2023
Q2 | $285K | Buy |
4,716
+51
| +1% | +$3.08K | 0.01% | 228 |
|
|
2023
Q1 | $268K | Buy |
4,665
+27
| +0.6% | +$1.55K | 0.01% | 222 |
|
|
2022
Q4 | $264K | Buy |
4,638
+441
| +11% | +$25.1K | 0.01% | 225 |
|
|
2022
Q3 | $212K | Buy |
4,197
+100
| +2% | +$5.05K | 0.01% | 228 |
|
|
2022
Q2 | $214K | Sell |
4,097
-372
| -8% | -$19.4K | 0.01% | 231 |
|
|
2022
Q1 | $245K | Buy |
+4,469
| New | +$245K | 0.01% | 230 |
|