Coastal Bridge 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 | $1.22M | Buy |
+17,380
| New | +$1.22M | 0.1% | 184 |
|
|
2025
Q1 | – | Sell |
-4,021
| Closed | -$252K | – | 375 |
|
|
2024
Q4 | $252K | Buy |
4,021
+8
| +0.2% | +$501 | 0.06% | 134 |
|
|
2024
Q3 | $265K | Sell |
4,013
-34
| -0.8% | -$2.24K | 0.07% | 135 |
|
|
2024
Q2 | $292K | Sell |
4,047
-14
| -0.3% | -$1.01K | 0.07% | 117 |
|
|
2024
Q1 | $272K | Buy |
4,061
+7
| +0.2% | +$469 | 0.06% | 129 |
|
|
2023
Q4 | $267K | Buy |
4,054
+28
| +0.7% | +$1.84K | 0.07% | 125 |
|
|
2023
Q3 | $259K | Sell |
4,026
-40
| -1% | -$2.58K | 0.07% | 120 |
|
|
2023
Q2 | $245K | Buy |
4,066
+90
| +2% | +$5.43K | 0.06% | 123 |
|
|
2023
Q1 | $229K | Buy |
3,976
+6
| +0.2% | +$345 | 0.06% | 134 |
|
|
2022
Q4 | $226K | Buy |
+3,970
| New | +$226K | 0.06% | 132 |
|
|
2022
Q3 | – | Sell |
-3,958
| Closed | -$207K | – | 182 |
|
|
2022
Q2 | $207K | Buy |
3,958
+7
| +0.2% | +$366 | 0.06% | 135 |
|
|
2022
Q1 | $217K | Buy |
+3,951
| New | +$217K | 0.05% | 145 |
|