Cardiff Park 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 | – | Sell |
-8,484
| Closed | -$622K | – | 356 |
|
|
2025
Q1 | $622K | Buy |
8,484
+65
| +0.8% | +$4.76K | 0.06% | 138 |
|
|
2024
Q4 | $527K | Buy |
8,419
+74
| +0.9% | +$4.64K | 0.05% | 154 |
|
|
2024
Q3 | $550K | Buy |
8,345
+64
| +0.8% | +$4.22K | 0.05% | 154 |
|
|
2024
Q2 | $598K | Sell |
8,281
-273
| -3% | -$19.7K | 0.06% | 138 |
|
|
2024
Q1 | $573K | Buy |
8,554
+1,161
| +16% | +$77.8K | 0.05% | 150 |
|
|
2023
Q4 | $486K | Buy |
7,393
+63
| +0.9% | +$4.15K | 0.05% | 151 |
|
|
2023
Q3 | $472K | Buy |
7,330
+63
| +0.9% | +$4.06K | 0.06% | 146 |
|
|
2023
Q2 | $439K | Buy |
7,267
+59
| +0.8% | +$3.56K | 0.05% | 159 |
|
|
2023
Q1 | $415K | Buy |
7,208
+62
| +0.9% | +$3.57K | 0.05% | 157 |
|
|
2022
Q4 | $407K | Sell |
7,146
-46
| -0.6% | -$2.62K | 0.06% | 163 |
|
|
2022
Q3 | $358K | Buy |
7,192
+56
| +0.8% | +$2.79K | 0.06% | 167 |
|
|
2022
Q2 | $373K | Buy |
+7,136
| New | +$373K | 0.06% | 163 |
|