Naples Global 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 | $275K | Sell |
3,906
-235
| -6% | -$16.5K | 0.02% | 370 |
|
|
2025
Q1 | $303K | Sell |
4,141
-700
| -14% | -$51.3K | 0.03% | 351 |
|
|
2024
Q4 | $303K | Buy |
4,841
+24
| +0.5% | +$1.5K | 0.03% | 349 |
|
|
2024
Q3 | $318K | Hold |
4,817
| – | – | 0.03% | 343 |
|
|
2024
Q2 | $348K | Sell |
4,817
-100
| -2% | -$7.22K | 0.03% | 325 |
|
|
2024
Q1 | $330K | Sell |
4,917
-845
| -15% | -$56.6K | 0.03% | 336 |
|
|
2023
Q4 | $379K | Sell |
5,762
-75
| -1% | -$4.94K | 0.04% | 312 |
|
|
2023
Q3 | $376K | Hold |
5,837
| – | – | 0.05% | 309 |
|
|
2023
Q2 | $352K | Buy |
5,837
+578
| +11% | +$34.9K | 0.04% | 322 |
|
|
2023
Q1 | $303K | Sell |
5,259
-25
| -0.5% | -$1.44K | 0.04% | 341 |
|
|
2022
Q4 | $301K | Sell |
5,284
-60
| -1% | -$3.42K | 0.04% | 326 |
|
|
2022
Q3 | $266K | Sell |
5,344
-200
| -4% | -$9.96K | 0.04% | 330 |
|
|
2022
Q2 | $290K | Hold |
5,544
| – | – | 0.04% | 325 |
|
|
2022
Q1 | $305K | Buy |
+5,544
| New | +$305K | 0.04% | 333 |
|