Bank of Montreal’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
Q2 | $147K | Sell |
34,580
-965
| -3% | -$4.1K | ﹤0.01% | 2604 |
|
2025
Q1 | $118K | Sell |
35,545
-37,082
| -51% | -$123K | ﹤0.01% | 2609 |
|
2024
Q4 | $402K | Buy |
72,627
+28,319
| +64% | +$157K | ﹤0.01% | 2097 |
|
2024
Q3 | $258K | Sell |
44,308
-9,967
| -18% | -$58.1K | ﹤0.01% | 2575 |
|
2024
Q2 | $342K | Sell |
54,275
-67,903
| -56% | -$428K | ﹤0.01% | 2388 |
|
2024
Q1 | $1.4M | Sell |
122,178
-38,948
| -24% | -$446K | ﹤0.01% | 1604 |
|
2023
Q4 | $2.55M | Buy |
161,126
+39,815
| +33% | +$631K | ﹤0.01% | 1317 |
|
2023
Q3 | $2.64M | Buy |
121,311
+3,169
| +3% | +$68.9K | ﹤0.01% | 1329 |
|
2023
Q2 | $3.02M | Sell |
118,142
-95,989
| -45% | -$2.46M | ﹤0.01% | 1351 |
|
2023
Q1 | $4.97M | Buy |
214,131
+122,665
| +134% | +$2.85M | ﹤0.01% | 1124 |
|
2022
Q4 | $2.68M | Buy |
91,466
+57,619
| +170% | +$1.69M | ﹤0.01% | 1396 |
|
2022
Q3 | $878 | Sell |
33,847
-6,249
| -16% | -$162 | ﹤0.01% | 1913 |
|
2022
Q2 | $733 | Buy |
40,096
+6,852
| +21% | +$125 | ﹤0.01% | 2127 |
|
2022
Q1 | $597K | Buy |
33,244
+9,691
| +41% | +$174K | ﹤0.01% | 2272 |
|
2021
Q4 | $582K | Buy |
23,553
+7,706
| +49% | +$190K | ﹤0.01% | 2229 |
|
2021
Q3 | $448K | Buy |
15,847
+2,623
| +20% | +$74.2K | ﹤0.01% | 2755 |
|
2021
Q2 | $455K | Sell |
13,224
-27,953
| -68% | -$962K | ﹤0.01% | 2748 |
|
2021
Q1 | $1.45M | Buy |
+41,177
| New | +$1.45M | ﹤0.01% | 1682 |
|