Capital Investment Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $740K | Sell |
10,509
-720
| -6% | -$50.7K | 0.01% | 379 |
|
|
2025
Q1 | $823K | Buy |
11,229
+214
| +2% | +$15.7K | 0.02% | 349 |
|
|
2024
Q4 | $690K | Sell |
11,015
-245
| -2% | -$15.4K | 0.01% | 369 |
|
|
2024
Q3 | $743K | Sell |
11,260
-128
| -1% | -$8.44K | 0.02% | 343 |
|
|
2024
Q2 | $822K | Buy |
11,388
+103
| +0.9% | +$7.44K | 0.02% | 318 |
|
|
2024
Q1 | $757K | Sell |
11,285
-313
| -3% | -$21K | 0.02% | 332 |
|
|
2023
Q4 | $763K | Sell |
11,598
-182
| -2% | -$12K | 0.02% | 309 |
|
|
2023
Q3 | $758K | Sell |
11,780
-183
| -2% | -$11.8K | 0.02% | 300 |
|
|
2023
Q2 | $722K | Buy |
11,963
+217
| +2% | +$13.1K | 0.02% | 285 |
|
|
2023
Q1 | $676K | Sell |
11,746
-261
| -2% | -$15K | 0.02% | 305 |
|
|
2022
Q4 | $684K | Buy |
12,007
+1,198
| +11% | +$68.2K | 0.02% | 304 |
|
|
2022
Q3 | $538K | Sell |
10,809
-215
| -2% | -$10.7K | 0.02% | 329 |
|
|
2022
Q2 | $576K | Buy |
11,024
+166
| +2% | +$8.67K | 0.02% | 330 |
|
|
2022
Q1 | $596K | Buy |
+10,858
| New | +$596K | 0.02% | 338 |
|