Eastover Investment 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
$7.47M Buy
106,097
+1,402
+1% +$98.7K 3.35% 13
2025
Q1
$7.67M Sell
104,695
-271
-0.3% -$19.9K 3.71% 14
2024
Q4
$6.58M Sell
104,966
-1,786
-2% -$112K 3.08% 19
2024
Q3
$7.04M Buy
106,752
+532
+0.5% +$35.1K 3.3% 16
2024
Q2
$7.76M Buy
106,220
+489
+0.5% +$35.7K 3.71% 8
2024
Q1
$7.09M Sell
105,731
-2,105
-2% -$141K 3.47% 8
2023
Q4
$7.1M Buy
107,836
+1,053
+1% +$69.3K 3.75% 7
2023
Q3
$6.87M Buy
106,783
+4,892
+5% +$315K 4.13% 7
2023
Q2
$6.15M Sell
101,891
-942
-0.9% -$56.9K 3.28% 12
2023
Q1
$5.92M Buy
102,833
+363
+0.4% +$20.9K 3.31% 12
2022
Q4
$5.84M Buy
102,470
+1,033
+1% +$58.8K 3.34% 14
2022
Q3
$5.27M Buy
101,437
+32,887
+48% +$1.71M 3.28% 12
2022
Q2
$3.58M Buy
68,550
+1,216
+2% +$63.6K 2.19% 27
2022
Q1
$3.7M Buy
+67,334
New +$3.7M 1.95% 28