CFS 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 | $392K | Sell |
5,571
-382
| -6% | -$26.9K | 0.03% | 252 |
|
|
2025
Q1 | $436K | Buy |
5,953
+9
| +0.2% | +$659 | 0.04% | 228 |
|
|
2024
Q4 | $372K | Sell |
5,944
-444
| -7% | -$27.8K | 0.03% | 237 |
|
|
2024
Q3 | $421K | Buy |
6,388
+792
| +14% | +$52.2K | 0.04% | 218 |
|
|
2024
Q2 | $404K | Buy |
+5,596
| New | +$404K | 0.03% | 196 |
|
|
2023
Q3 | – | Sell |
-4,929
| Closed | -$298K | – | 236 |
|
|
2023
Q2 | $298K | Buy |
+4,929
| New | +$298K | 0.04% | 209 |
|
|
2022
Q3 | – | Sell |
-4,900
| Closed | -$256K | – | 346 |
|
|
2022
Q2 | $256K | Sell |
4,900
-264,257
| -98% | -$13.8M | 0.04% | 192 |
|
|
2022
Q1 | $5K | Buy |
+269,157
| New | +$5K | 0.02% | 211 |
|