Colonial Trust 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 | $47.4K | Sell |
674
-2,624
| -80% | -$185K | ﹤0.01% | 343 |
|
|
2025
Q1 | $242K | Buy |
3,298
+2,640
| +401% | +$193K | 0.02% | 188 |
|
|
2024
Q4 | $41.2K | Sell |
658
-200
| -23% | -$12.5K | ﹤0.01% | 340 |
|
|
2024
Q3 | $56.6K | Hold |
858
| – | – | ﹤0.01% | 321 |
|
|
2024
Q2 | $61.9K | Buy |
858
+200
| +30% | +$14.4K | 0.01% | 298 |
|
|
2024
Q1 | $44.1K | Hold |
658
| – | – | ﹤0.01% | 344 |
|
|
2023
Q4 | $43.3K | Hold |
658
| – | – | ﹤0.01% | 331 |
|
|
2023
Q3 | $42.4K | Hold |
658
| – | – | ﹤0.01% | 344 |
|
|
2023
Q2 | $39.7K | Hold |
658
| – | – | ﹤0.01% | 356 |
|
|
2023
Q1 | $37.9K | Sell |
658
-1,500
| -70% | -$86.3K | ﹤0.01% | 360 |
|
|
2022
Q4 | $123K | Buy |
+2,158
| New | +$123K | 0.02% | 230 |
|