Capital Investment Advisory Services’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Sell |
5,595
-12
| -0.2% | -$845 | 0.03% | 394 |
|
|
2025
Q1 | $411K | Buy |
5,607
+451
| +9% | +$33.1K | 0.04% | 363 |
|
|
2024
Q4 | $323K | Sell |
5,156
-464
| -8% | -$29.1K | 0.03% | 380 |
|
|
2024
Q3 | $371K | Sell |
5,620
-138
| -2% | -$9.1K | 0.04% | 358 |
|
|
2024
Q2 | $416K | Buy |
5,758
+1,260
| +28% | +$91K | 0.04% | 322 |
|
|
2024
Q1 | $302K | Buy |
4,498
+56
| +1% | +$3.75K | 0.03% | 399 |
|
|
2023
Q4 | $292K | Buy |
4,442
+906
| +26% | +$59.6K | 0.03% | 396 |
|
|
2023
Q3 | $228K | Sell |
3,536
-548
| -13% | -$35.3K | 0.02% | 426 |
|
|
2023
Q2 | $247K | Sell |
4,084
-598
| -13% | -$36.1K | 0.02% | 411 |
|
|
2023
Q1 | $269K | Sell |
4,682
-2,743
| -37% | -$158K | 0.03% | 388 |
|
|
2022
Q4 | $423K | Buy |
7,425
+639
| +9% | +$36.4K | 0.05% | 305 |
|
|
2022
Q3 | $338K | Buy |
6,786
+7
| +0.1% | +$349 | 0.04% | 329 |
|
|
2022
Q2 | $354K | Buy |
6,779
+169
| +3% | +$8.83K | 0.04% | 327 |
|
|
2022
Q1 | $363K | Buy |
+6,610
| New | +$363K | 0.04% | 348 |
|