Allworth Financial’s Shoals Technologies Group SHLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-113
| Closed | -$485 | – | 4156 |
|
|
2024
Q4 | $485 | Sell |
113
-196
| -63% | -$841 | ﹤0.01% | 3604 |
|
|
2024
Q3 | $1.73K | Buy |
309
+126
| +69% | +$707 | ﹤0.01% | 3019 |
|
|
2024
Q2 | $1.21K | Buy |
183
+70
| +62% | +$461 | ﹤0.01% | 3104 |
|
|
2024
Q1 | $1.26K | Hold |
113
| – | – | ﹤0.01% | 3002 |
|
|
2023
Q4 | $1.76K | Sell |
113
-6
| -5% | -$93 | ﹤0.01% | 2727 |
|
|
2023
Q3 | $2.17K | Buy |
119
+6
| +5% | +$110 | ﹤0.01% | 2502 |
|
|
2023
Q2 | $2.89K | Sell |
113
-108
| -49% | -$2.76K | ﹤0.01% | 2334 |
|
|
2023
Q1 | $5.04K | Buy |
221
+100
| +83% | +$2.28K | ﹤0.01% | 2033 |
|
|
2022
Q4 | $2.99K | Buy |
121
+8
| +7% | +$197 | ﹤0.01% | 2084 |
|
|
2022
Q3 | $2K | Hold |
113
| – | – | ﹤0.01% | 2214 |
|
|
2022
Q2 | $2K | Hold |
113
| – | – | ﹤0.01% | 2030 |
|
|
2022
Q1 | $2K | Buy |
+113
| New | +$2K | ﹤0.01% | 1825 |
|