Capital Investment Advisors’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$867K Buy
2025
Q3
$829K Buy
2025
Q2
$740K Sell
2025
Q1
$823K Buy
2024
Q4
$690K Sell
2024
Q3
$743K Sell
2024
Q2
$822K Buy
2024
Q1
$757K Sell
2023
Q4
$763K Sell
2023
Q3
$758K Sell
2023
Q2
$722K Buy
2023
Q1
$676K Sell
2022
Q4
$684K Buy
2022
Q3
$538K Sell
2022
Q2
$576K Buy
2022
Q1
$596K Buy