CAPTRUST Financial 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 | $9.65M | Buy |
137,086
+7,179
| +6% | +$505K | 0.02% | 467 |
|
|
2025
Q1 | $9.52M | Buy |
129,907
+1,557
| +1% | +$114K | 0.02% | 445 |
|
|
2024
Q4 | $8.04M | Sell |
128,350
-12,751
| -9% | -$799K | 0.02% | 420 |
|
|
2024
Q3 | $9.31M | Sell |
141,101
-1,847
| -1% | -$122K | 0.03% | 395 |
|
|
2024
Q2 | $10.3M | Buy |
142,948
+11,086
| +8% | +$800K | 0.03% | 355 |
|
|
2024
Q1 | $8.84M | Sell |
131,862
-70,391
| -35% | -$4.72M | 0.03% | 365 |
|
|
2023
Q4 | $13.3M | Buy |
202,253
+12,223
| +6% | +$804K | 0.05% | 315 |
|
|
2023
Q3 | $12.2M | Buy |
190,030
+43,951
| +30% | +$2.83M | 0.05% | 300 |
|
|
2023
Q2 | $8.82M | Buy |
146,079
+9,787
| +7% | +$591K | 0.03% | 355 |
|
|
2023
Q1 | $7.84M | Buy |
136,292
+13,346
| +11% | +$768K | 0.03% | 345 |
|
|
2022
Q4 | $7M | Buy |
122,946
+22,238
| +22% | +$1.27M | 0.04% | 359 |
|
|
2022
Q3 | $5.01M | Buy |
100,708
+17,057
| +20% | +$849K | 0.03% | 398 |
|
|
2022
Q2 | $4.37M | Buy |
83,651
+21,456
| +34% | +$1.12M | 0.03% | 399 |
|
|
2022
Q1 | $3.42M | Buy |
+62,195
| New | +$3.42M | 0.02% | 458 |
|