Capital Advisors Inc’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $461K | Sell |
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|
2025
Q2 | $504K | Sell |
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|
2025
Q1 | $579K | Buy |
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|
2024
Q4 | $467K | Buy |
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|
2024
Q3 | $479K | Buy |
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|
2024
Q2 | $391K | Buy |
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|
2024
Q1 | $320K | Buy |
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|
2023
Q4 | $302K | Buy |
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $285K | Buy |
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|
2023
Q1 | $268K | Buy |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | $212K | Buy |
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|
2022
Q2 | $214K | Sell |
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|
2022
Q1 | $245K | Buy |
|