Capital Analysts LLC’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Sell |
4,773
-53
| -1% | -$3.73K | 0.01% | 445 |
|
|
2025
Q1 | $354K | Sell |
4,826
-54
| -1% | -$3.96K | 0.01% | 424 |
|
|
2024
Q4 | $306K | Buy |
4,880
+444
| +10% | +$27.8K | 0.01% | 405 |
|
|
2024
Q3 | $292K | Buy |
4,436
+2,401
| +118% | +$158K | 0.01% | 400 |
|
|
2024
Q2 | $147K | Hold |
2,035
| – | – | 0.01% | 499 |
|
|
2024
Q1 | $136K | Sell |
2,035
-90
| -4% | -$6.02K | 0.01% | 505 |
|
|
2023
Q4 | $140K | Sell |
2,125
-224
| -10% | -$14.8K | 0.01% | 480 |
|
|
2023
Q3 | $151K | Hold |
2,349
| – | – | 0.01% | 429 |
|
|
2023
Q2 | $142K | Buy |
2,349
+54
| +2% | +$3.26K | 0.01% | 417 |
|
|
2023
Q1 | $132K | Buy |
2,295
+27
| +1% | +$1.55K | 0.01% | 428 |
|
|
2022
Q4 | $129K | Buy |
2,268
+81
| +4% | +$4.61K | 0.01% | 453 |
|
|
2022
Q3 | $109K | Hold |
2,187
| – | – | 0.01% | 431 |
|
|
2022
Q2 | $114K | Hold |
2,187
| – | – | 0.01% | 415 |
|
|
2022
Q1 | $120K | Buy |
+2,187
| New | +$120K | 0.01% | 403 |
|