Salem Investment Counselors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Hold |
2,539
| – | – | 0.01% | 379 |
|
|
2025
Q1 | $186K | Buy |
2,539
+25
| +1% | +$1.83K | 0.01% | 363 |
|
|
2024
Q4 | $158K | Sell |
2,514
-52
| -2% | -$3.26K | 0.01% | 391 |
|
|
2024
Q3 | $169K | Buy |
2,566
+52
| +2% | +$3.43K | 0.01% | 382 |
|
|
2024
Q2 | $181K | Hold |
2,514
| – | – | 0.01% | 370 |
|
|
2024
Q1 | $169K | Sell |
2,514
-400
| -14% | -$26.8K | 0.01% | 381 |
|
|
2023
Q4 | $192K | Buy |
2,914
+63
| +2% | +$4.15K | 0.01% | 352 |
|
|
2023
Q3 | $184K | Hold |
2,851
| – | – | 0.01% | 349 |
|
|
2023
Q2 | $172K | Hold |
2,851
| – | – | 0.01% | 346 |
|
|
2023
Q1 | $164K | Buy |
2,851
+1,334
| +88% | +$76.8K | 0.01% | 366 |
|
|
2022
Q4 | $86.4K | Sell |
1,517
-1,025
| -40% | -$58.4K | ﹤0.01% | 435 |
|
|
2022
Q3 | $126K | Buy |
2,542
+376
| +17% | +$18.6K | 0.01% | 367 |
|
|
2022
Q2 | $113K | Buy |
2,166
+522
| +32% | +$27.2K | 0.01% | 401 |
|
|
2022
Q1 | $90K | Buy |
+1,644
| New | +$90K | ﹤0.01% | 428 |
|