Cary Street Partners Investment Advisory’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
3,069
+362
| +13% | +$25.5K | 0.1% | 223 |
|
|
2025
Q1 | $198K | Buy |
2,707
+2,259
| +504% | +$166K | 0.11% | 211 |
|
|
2024
Q4 | $28.1K | Sell |
448
-83,476
| -99% | -$5.23M | 0.02% | 378 |
|
|
2024
Q3 | $5.53M | Sell |
83,924
-4,366
| -5% | -$288K | 0.2% | 123 |
|
|
2024
Q2 | $6.37M | Buy |
88,290
+3,581
| +4% | +$258K | 0.26% | 102 |
|
|
2024
Q1 | $5.68M | Sell |
84,709
-1,791
| -2% | -$120K | 0.24% | 113 |
|
|
2023
Q4 | $5.69M | Sell |
86,500
-2,259
| -3% | -$149K | 0.27% | 101 |
|
|
2023
Q3 | $5.71M | Buy |
88,759
+55,157
| +164% | +$3.55M | 0.31% | 91 |
|
|
2023
Q2 | $2.03M | Buy |
33,602
+63
| +0.2% | +$3.8K | 0.13% | 175 |
|
|
2023
Q1 | $1.93M | Buy |
33,539
+302
| +0.9% | +$17.4K | 0.14% | 172 |
|
|
2022
Q4 | $1.89M | Sell |
33,237
-228
| -0.7% | -$13K | 0.14% | 170 |
|
|
2022
Q3 | $1.67M | Buy |
33,465
+86
| +0.3% | +$4.28K | 0.14% | 172 |
|
|
2022
Q2 | $1.75M | Buy |
33,379
+3,863
| +13% | +$202K | 0.15% | 155 |
|
|
2022
Q1 | $1.62M | Buy |
+29,516
| New | +$1.62M | 0.45% | 67 |
|