Caprock Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.77M | Buy |
37,778
+6,915
| +22% | +$507K | 0.08% | 209 |
|
|
2024
Q4 | $1.93M | Buy |
30,863
+791
| +3% | +$49.6K | 0.06% | 269 |
|
|
2024
Q3 | $1.98M | Buy |
30,072
+1,012
| +3% | +$66.7K | 0.07% | 236 |
|
|
2024
Q2 | $2.1M | Buy |
29,060
+17,650
| +155% | +$1.27M | 0.09% | 199 |
|
|
2024
Q1 | $765K | Sell |
11,410
-638
| -5% | -$42.8K | 0.04% | 302 |
|
|
2023
Q4 | $793K | Buy |
12,048
+107
| +0.9% | +$7.04K | 0.05% | 281 |
|
|
2023
Q3 | $769K | Buy |
11,941
+333
| +3% | +$21.4K | 0.06% | 260 |
|
|
2023
Q2 | $701K | Sell |
11,608
-1,503
| -11% | -$90.8K | 0.05% | 283 |
|
|
2023
Q1 | $754K | Buy |
13,111
+2,967
| +29% | +$171K | 0.06% | 251 |
|
|
2022
Q4 | $578K | Buy |
10,144
+121
| +1% | +$6.89K | 0.05% | 253 |
|
|
2022
Q3 | $499K | Buy |
10,023
+1,038
| +12% | +$51.7K | 0.05% | 276 |
|
|
2022
Q2 | $470K | Buy |
8,985
+2,959
| +49% | +$155K | 0.05% | 280 |
|
|
2022
Q1 | $331K | Buy |
+6,026
| New | +$331K | 0.03% | 391 |
|